Windward Capital Management’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 | $7.59M | Sell |
76,686
-641
| -0.8% | -$63.5K | 0.64% | 35 |
|
|
2025
Q1 | $7.98M | Sell |
77,327
-1,115
| -1% | -$115K | 0.69% | 32 |
|
|
2024
Q4 | $7.26M | Sell |
78,442
-681
| -0.9% | -$63.1K | 0.56% | 33 |
|
|
2024
Q3 | $8.22M | Buy |
79,123
+316
| +0.4% | +$32.8K | 0.63% | 31 |
|
|
2024
Q2 | $7.59M | Sell |
78,807
-1,632
| -2% | -$157K | 0.64% | 32 |
|
|
2024
Q1 | $7.99M | Sell |
80,439
-962
| -1% | -$95.5K | 0.67% | 33 |
|
|
2023
Q4 | $7.28M | Sell |
81,401
-142
| -0.2% | -$12.7K | 0.63% | 33 |
|
|
2023
Q3 | $6.55M | Sell |
81,543
-757
| -0.9% | -$60.8K | 0.64% | 33 |
|
|
2023
Q2 | $7.33M | Sell |
82,300
-329
| -0.4% | -$29.3K | 0.66% | 32 |
|
|
2023
Q1 | $6.97M | Buy |
82,629
+8,864
| +12% | +$748K | 0.64% | 34 |
|
|
2022
Q4 | $5.78M | Sell |
73,765
-494
| -0.7% | -$38.7K | 0.63% | 36 |
|
|
2022
Q3 | $4.74M | Buy |
74,259
+166
| +0.2% | +$10.6K | 0.54% | 38 |
|
|
2022
Q2 | $5.24M | Buy |
74,093
+442
| +0.6% | +$31.2K | 0.56% | 35 |
|
|
2022
Q1 | $5.67M | Sell |
73,651
-281
| -0.4% | -$21.6K | 0.51% | 37 |
|
|
2021
Q4 | $6.44M | Buy |
73,932
+190
| +0.3% | +$16.5K | 0.53% | 37 |
|
|
2021
Q3 | $6.07M | Sell |
73,742
-5
| -0% | -$411 | 0.56% | 35 |
|
|
2021
Q2 | $6.03M | Sell |
73,747
-117
| -0.2% | -$9.57K | 0.56% | 36 |
|
|
2021
Q1 | $5.06M | Sell |
73,864
-195
| -0.3% | -$13.3K | 0.51% | 38 |
|
|
2020
Q4 | $5M | Sell |
74,059
-6,911
| -9% | -$467K | 0.5% | 39 |
|
|
2020
Q3 | $5.05M | Sell |
80,970
-531
| -0.7% | -$33.1K | 0.51% | 37 |
|
|
2020
Q2 | $4.64M | Buy |
+81,501
| New | +$4.64M | 0.53% | 39 |
|