West Oak Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-175
| Closed | -$17K | – | 328 |
|
|
2024
Q1 | $17K | Hold |
175
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $15K | Hold |
175
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $14K | Hold |
175
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $15.6K | Hold |
175
| – | – | 0.01% | 223 |
|
|
2023
Q1 | $14.8K | Hold |
175
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $14K | Hold |
175
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $11K | Hold |
175
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $12K | Sell |
175
-175
| -50% | -$12K | 0.01% | 237 |
|
|
2022
Q1 | $27K | Hold |
350
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $30K | Hold |
350
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $29K | Hold |
350
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $29K | Hold |
350
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $24K | Hold |
350
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $24K | Hold |
350
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $22K | Sell |
350
-1,580
| -82% | -$99.3K | 0.01% | 193 |
|
|
2020
Q2 | $110K | Buy |
+1,930
| New | +$110K | 0.06% | 128 |
|