Westhampton 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 | $616K | Sell |
6,225
-162
| -3% | -$16K | 0.32% | 78 |
|
|
2025
Q1 | $659K | Sell |
6,387
-200
| -3% | -$20.6K | 0.36% | 79 |
|
|
2024
Q4 | $610K | Hold |
6,587
| – | – | 0.31% | 80 |
|
|
2024
Q3 | $685K | Hold |
6,587
| – | – | 0.35% | 77 |
|
|
2024
Q2 | $634K | Hold |
6,587
| – | – | 0.34% | 78 |
|
|
2024
Q1 | $654K | Hold |
6,587
| – | – | 0.36% | 79 |
|
|
2023
Q4 | $589K | Sell |
6,587
-375
| -5% | -$33.6K | 0.35% | 80 |
|
|
2023
Q3 | $559K | Hold |
6,962
| – | – | 0.36% | 78 |
|
|
2023
Q2 | $620K | Hold |
6,962
| – | – | 0.4% | 69 |
|
|
2023
Q1 | $588K | Hold |
6,962
| – | – | 0.38% | 74 |
|
|
2022
Q4 | $545K | Hold |
6,962
| – | – | 0.37% | 78 |
|
|
2022
Q3 | $444K | Hold |
6,962
| – | – | 0.33% | 80 |
|
|
2022
Q2 | $492K | Buy |
6,962
+120
| +2% | +$8.48K | 0.35% | 82 |
|
|
2022
Q1 | $526K | Sell |
6,842
-125
| -2% | -$9.61K | 0.34% | 83 |
|
|
2021
Q4 | $607K | Sell |
6,967
-47
| -0.7% | -$4.1K | 0.37% | 76 |
|
|
2021
Q3 | $577K | Sell |
7,014
-87
| -1% | -$7.16K | 0.39% | 73 |
|
|
2021
Q2 | $581K | Hold |
7,101
| – | – | 0.38% | 73 |
|
|
2021
Q1 | $486K | Sell |
7,101
-122
| -2% | -$8.35K | 0.34% | 80 |
|
|
2020
Q4 | $488K | Sell |
7,223
-1,481
| -17% | -$100K | 0.36% | 74 |
|
|
2020
Q3 | $543K | Sell |
8,704
-937
| -10% | -$58.5K | 0.44% | 62 |
|
|
2020
Q2 | $548K | Buy |
+9,641
| New | +$548K | 0.48% | 62 |
|