West Branch Capital’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 | $23K | Hold |
232
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $23.9K | Hold |
232
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $21.5K | Hold |
232
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $24.1K | Hold |
232
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $22.3K | Hold |
232
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $23K | Hold |
232
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $20.8K | Hold |
232
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $18.6K | Hold |
232
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $20.7K | Hold |
232
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $19.6K | Sell |
232
-62
| -21% | -$5.23K | 0.01% | 231 |
|
|
2022
Q4 | $23K | Hold |
294
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $19K | Hold |
294
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $21K | Sell |
294
-52
| -15% | -$3.71K | 0.01% | 224 |
|
|
2022
Q1 | $27K | Sell |
346
-50
| -13% | -$3.9K | 0.01% | 223 |
|
|
2021
Q4 | $34K | Sell |
396
-50
| -11% | -$4.29K | 0.01% | 226 |
|
|
2021
Q3 | $37K | Hold |
446
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $36K | Buy |
+446
| New | +$36K | 0.02% | 216 |
|