Waters Parkerson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,984
| Closed | -$336K | – | 178 |
|
|
2023
Q1 | $336K | Sell |
3,984
-650
| -14% | -$54.8K | 0.02% | 137 |
|
|
2022
Q4 | $363K | Sell |
4,634
-3,646
| -44% | -$286K | 0.02% | 132 |
|
|
2022
Q3 | $528K | Hold |
8,280
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $585K | Hold |
8,280
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $637K | Sell |
8,280
-57
| -0.7% | -$4.39K | 0.04% | 114 |
|
|
2021
Q4 | $726K | Sell |
8,337
-6,534
| -44% | -$569K | 0.04% | 108 |
|
|
2021
Q3 | $1.22M | Hold |
14,871
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $1.22M | Hold |
14,871
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $1.02M | Sell |
14,871
-800
| -5% | -$54.8K | 0.06% | 87 |
|
|
2020
Q4 | $1.06M | Sell |
15,671
-1,265
| -7% | -$85.5K | 0.07% | 86 |
|
|
2020
Q3 | $1.06M | Sell |
16,936
-1,600
| -9% | -$99.9K | 0.08% | 79 |
|
|
2020
Q2 | $1.05M | Buy |
+18,536
| New | +$1.05M | 0.09% | 78 |
|