Vestcor Inc’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $776K | Sell |
7,833
-50
| -0.6% | -$4.95K | 0.02% | 564 |
|
2025
Q1 | $814K | Buy |
7,883
+17
| +0.2% | +$1.76K | 0.03% | 499 |
|
2024
Q4 | $728K | Sell |
7,866
-9
| -0.1% | -$833 | 0.02% | 540 |
|
2024
Q3 | $819K | Hold |
7,875
| – | – | 0.03% | 519 |
|
2024
Q2 | $758K | Hold |
7,875
| – | – | 0.03% | 509 |
|
2024
Q1 | $782K | Sell |
7,875
-976
| -11% | -$96.9K | 0.03% | 486 |
|
2023
Q4 | $792K | Sell |
8,851
-115
| -1% | -$10.3K | 0.03% | 507 |
|
2023
Q3 | $720K | Sell |
8,966
-920
| -9% | -$73.9K | 0.03% | 510 |
|
2023
Q2 | $880K | Sell |
9,886
-5,091
| -34% | -$453K | 0.03% | 461 |
|
2023
Q1 | $1.26M | Sell |
14,977
-46
| -0.3% | -$3.88K | 0.05% | 383 |
|
2022
Q4 | $1.18M | Sell |
15,023
-6,402
| -30% | -$501K | 0.04% | 424 |
|
2022
Q3 | $1.37M | Buy |
21,425
+72
| +0.3% | +$4.59K | 0.05% | 396 |
|
2022
Q2 | $1.51M | Buy |
21,353
+3,506
| +20% | +$248K | 0.06% | 391 |
|
2022
Q1 | $1.37M | Buy |
17,847
+1,380
| +8% | +$106K | 0.05% | 410 |
|
2021
Q4 | $1.43M | Buy |
16,467
+10,458
| +174% | +$911K | 0.05% | 354 |
|
2021
Q3 | $494K | Sell |
6,009
-904
| -13% | -$74.3K | 0.02% | 594 |
|
2021
Q2 | $565K | Sell |
6,913
-668
| -9% | -$54.6K | 0.02% | 600 |
|
2021
Q1 | $519K | Sell |
7,581
-177
| -2% | -$12.1K | 0.02% | 610 |
|
2020
Q4 | $524K | Sell |
7,758
-689
| -8% | -$46.5K | 0.02% | 543 |
|
2020
Q3 | $527K | Sell |
8,447
-189
| -2% | -$11.8K | 0.02% | 487 |
|
2020
Q2 | $491K | Buy |
+8,636
| New | +$491K | 0.03% | 433 |
|