YHB Investment Advisors’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 | $2.26M | Sell |
22,796
-33
| -0.1% | -$3.27K | 0.17% | 115 |
|
|
2025
Q1 | $2.36M | Sell |
22,829
-182
| -0.8% | -$18.8K | 0.2% | 109 |
|
|
2024
Q4 | $2.13M | Sell |
23,011
-406
| -2% | -$37.6K | 0.18% | 115 |
|
|
2024
Q3 | $2.43M | Sell |
23,417
-42
| -0.2% | -$4.37K | 0.2% | 100 |
|
|
2024
Q2 | $2.26M | Buy |
23,459
+57
| +0.2% | +$5.49K | 0.19% | 108 |
|
|
2024
Q1 | $2.32M | Buy |
23,402
+1,560
| +7% | +$155K | 0.21% | 106 |
|
|
2023
Q4 | $1.95M | Buy |
21,842
+110
| +0.5% | +$9.84K | 0.19% | 113 |
|
|
2023
Q3 | $1.75M | Sell |
21,732
-290
| -1% | -$23.3K | 0.16% | 123 |
|
|
2023
Q2 | $1.96M | Buy |
22,022
+769
| +4% | +$68.4K | 0.18% | 118 |
|
|
2023
Q1 | $1.79M | Buy |
21,253
+226
| +1% | +$19.1K | 0.18% | 113 |
|
|
2022
Q4 | $1.65M | Sell |
21,027
-358
| -2% | -$28K | 0.18% | 113 |
|
|
2022
Q3 | $1.36M | Sell |
21,385
-459
| -2% | -$29.3K | 0.15% | 124 |
|
|
2022
Q2 | $1.54M | Sell |
21,844
-213
| -1% | -$15.1K | 0.16% | 119 |
|
|
2022
Q1 | $1.7M | Buy |
22,057
+571
| +3% | +$43.9K | 0.15% | 125 |
|
|
2021
Q4 | $1.87M | Buy |
21,486
+781
| +4% | +$68K | 0.15% | 136 |
|
|
2021
Q3 | $1.7M | Buy |
20,705
+267
| +1% | +$22K | 0.15% | 134 |
|
|
2021
Q2 | $1.67M | Buy |
20,438
+73
| +0.4% | +$5.97K | 0.14% | 138 |
|
|
2021
Q1 | $1.44M | Sell |
20,365
-617
| -3% | -$43.5K | 0.12% | 147 |
|
|
2020
Q4 | $1.42M | Sell |
20,982
-766
| -4% | -$51.7K | 0.13% | 141 |
|
|
2020
Q3 | $1.36M | Sell |
21,748
-3,288
| -13% | -$205K | 0.15% | 130 |
|
|
2020
Q2 | $1.42M | Buy |
+25,036
| New | +$1.42M | 0.21% | 90 |
|