Woodstock Corp’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $598K | Sell |
8,355
-702
| -8% | -$52.4K | 0.05% | 116 |
|
|
2026
Q1 | $698K | Sell |
9,057
-902
| -9% | -$78.9K | 0.06% | 109 |
|
|
2025
Q4 | $870K | Sell |
9,959
-50
| -0.5% | -$4.47K | 0.07% | 106 |
|
|
2025
Q3 | $915K | Sell |
10,009
-10
| -0.1% | -$908 | 0.08% | 106 |
|
|
2025
Q2 | $992K | Sell |
10,019
-1,246
| -11% | -$120K | 0.09% | 101 |
|
|
2025
Q1 | $1.16M | Sell |
11,265
-1,158
| -9% | -$113K | 0.11% | 96 |
|
|
2024
Q4 | $1.15M | Sell |
12,423
-137
| -1% | -$13.7K | 0.11% | 98 |
|
|
2024
Q3 | $1.31M | Sell |
12,560
-74
| -0.6% | -$7.05K | 0.13% | 95 |
|
|
2024
Q2 | $1.22M | Sell |
12,634
-490
| -4% | -$47.2K | 0.12% | 94 |
|
|
2024
Q1 | $1.3M | Sell |
13,124
-127
| -1% | -$11.7K | 0.13% | 93 |
|
|
2023
Q4 | $1.19M | Sell |
13,251
-507
| -4% | -$42.2K | 0.14% | 95 |
|
|
2023
Q3 | $1.1M | Sell |
13,758
-336
| -2% | -$28.7K | 0.14% | 94 |
|
|
2023
Q2 | $1.25M | Sell |
14,094
-296
| -2% | -$24.9K | 0.15% | 93 |
|
|
2023
Q1 | $1.21M | Sell |
14,390
-75
| -0.5% | -$6.21K | 0.15% | 91 |
|
|
2022
Q4 | $1.13M | Sell |
14,465
-327
| -2% | -$24.1K | 0.15% | 92 |
|
|
2022
Q3 | $944K | Sell |
14,792
-3,249
| -18% | -$238K | 0.14% | 94 |
|
|
2022
Q2 | $1.27M | Sell |
18,041
-77
| -0.4% | -$5.67K | 0.18% | 85 |
|
|
2022
Q1 | $1.39M | Sell |
18,118
-3,971
| -18% | -$317K | 0.16% | 89 |
|
|
2021
Q4 | $1.92M | Sell |
22,089
-183
| -0.8% | -$15.3K | 0.2% | 83 |
|
|
2021
Q3 | $1.83M | Sell |
22,272
-592
| -3% | -$52.1K | 0.21% | 81 |
|
|
2021
Q2 | $1.87M | Sell |
22,864
-37
| -0.2% | -$2.85K | 0.22% | 78 |
|
|
2021
Q1 | $1.57M | Sell |
22,901
-560
| -2% | -$36.6K | 0.2% | 81 |
|
|
2020
Q4 | $1.58M | Sell |
23,461
-4,924
| -17% | -$319K | 0.21% | 74 |
|
|
2020
Q3 | $1.77M | Sell |
28,385
-9,731
| -26% | -$595K | 0.29% | 66 |
|
|
2020
Q2 | $2.17M | Buy |
+38,116
| New | +$1.97M | 0.37% | 64 |
|
Other funds holding OTIS
PAM
SI
QPBE
AAS
CNB
BWP