Wellington Shields Capital Management’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 | $39.6K | Hold |
400
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $41.3K | Hold |
400
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $37K | Hold |
400
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $41.6K | Sell |
400
-166
| -29% | -$17.3K | 0.01% | 293 |
|
|
2024
Q2 | $54.5K | Hold |
566
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $56.2K | Hold |
566
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $50.6K | Buy |
+566
| New | +$50.6K | 0.01% | 279 |
|
|
2023
Q3 | – | Sell |
-566
| Closed | -$50.4K | – | 314 |
|
|
2023
Q2 | $50.4K | Hold |
566
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $47.8K | Buy |
+566
| New | +$47.8K | 0.01% | 290 |
|
|
2021
Q1 | – | Sell |
-4,141
| Closed | -$280K | – | 282 |
|
|
2020
Q4 | $280K | Sell |
4,141
-45
| -1% | -$3.04K | 0.04% | 229 |
|
|
2020
Q3 | $261K | Sell |
4,186
-300
| -7% | -$18.7K | 0.04% | 200 |
|
|
2020
Q2 | $255K | Buy |
+4,486
| New | +$255K | 0.04% | 210 |
|