Wellington Shields & Co’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 | $207K | Sell |
2,092
-45
| -2% | -$4.46K | 0.06% | 215 |
|
|
2025
Q1 | $221K | Hold |
2,137
| – | – | 0.07% | 202 |
|
|
2024
Q4 | $198K | Hold |
2,137
| – | – | 0.06% | 203 |
|
|
2024
Q3 | $222K | Buy |
2,137
+21
| +1% | +$2.18K | 0.07% | 209 |
|
|
2024
Q2 | $204K | Buy |
2,116
+13
| +0.6% | +$1.25K | 0.07% | 208 |
|
|
2024
Q1 | $209K | Buy |
2,103
+189
| +10% | +$18.8K | 0.07% | 207 |
|
|
2023
Q4 | $171K | Buy |
+1,914
| New | +$171K | 0.06% | 213 |
|
|
2023
Q3 | – | Sell |
-1,914
| Closed | -$170K | – | 297 |
|
|
2023
Q2 | $170K | Hold |
1,914
| – | – | 0.04% | 217 |
|
|
2023
Q1 | $162K | Buy |
+1,914
| New | +$162K | 0.04% | 221 |
|