WAM
Werlinich Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Hold |
7,155
| – | – | 0.39% | 48 |
|
|
2025
Q1 | $738K | Hold |
7,155
| – | – | 0.47% | 46 |
|
|
2024
Q4 | $662K | Hold |
7,155
| – | – | 0.39% | 48 |
|
|
2024
Q3 | $744K | Hold |
7,155
| – | – | 0.43% | 46 |
|
|
2024
Q2 | $687K | Hold |
7,155
| – | – | 0.43% | 44 |
|
|
2024
Q1 | $714K | Hold |
7,155
| – | – | 0.47% | 46 |
|
|
2023
Q4 | $641K | Sell |
7,155
-192
| -3% | -$17.2K | 0.49% | 46 |
|
|
2023
Q3 | $590K | Buy |
7,347
+22
| +0.3% | +$1.77K | 0.49% | 46 |
|
|
2023
Q2 | $652K | Hold |
7,325
| – | – | 0.52% | 44 |
|
|
2023
Q1 | $618K | Sell |
7,325
-500
| -6% | -$42.2K | 0.54% | 43 |
|
|
2022
Q4 | $613K | Hold |
7,825
| – | – | 0.57% | 41 |
|
|
2022
Q3 | $499K | Hold |
7,825
| – | – | 0.51% | 46 |
|
|
2022
Q2 | $553K | Buy |
7,825
+1,000
| +15% | +$70.7K | 0.52% | 45 |
|
|
2022
Q1 | $525K | Hold |
6,825
| – | – | 0.4% | 49 |
|
|
2021
Q4 | $594K | Hold |
6,825
| – | – | 0.43% | 51 |
|
|
2021
Q3 | $562K | Buy |
6,825
+600
| +10% | +$49.4K | 0.45% | 53 |
|
|
2021
Q2 | $509K | Hold |
6,225
| – | – | 0.41% | 52 |
|
|
2021
Q1 | $426K | Buy |
+6,225
| New | +$426K | 0.37% | 52 |
|