Amica Retiree Medical Trust’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 | $570K | Hold |
5,752
| – | – | 0.82% | 36 |
|
|
2025
Q1 | $594K | Sell |
5,752
-2,842
| -33% | -$293K | 0.91% | 34 |
|
|
2024
Q4 | $796K | Sell |
8,594
-745
| -8% | -$69K | 0.75% | 35 |
|
|
2024
Q3 | $971K | Buy |
+9,339
| New | +$971K | 0.81% | 32 |
|
|
2023
Q3 | $796K | Hold |
9,909
| – | – | 0.94% | 37 |
|
|
2023
Q2 | $882K | Sell |
9,909
-633
| -6% | -$56.3K | 0.98% | 38 |
|
|
2023
Q1 | $890K | Buy |
10,542
+4,227
| +67% | +$357K | 0.94% | 40 |
|
|
2022
Q4 | $495K | Sell |
6,315
-60
| -0.9% | -$4.7K | 0.64% | 58 |
|
|
2022
Q3 | $407K | Sell |
6,375
-983
| -13% | -$62.8K | 0.51% | 73 |
|
|
2022
Q2 | $520K | Hold |
7,358
| – | – | 0.59% | 62 |
|
|
2022
Q1 | $566K | Sell |
7,358
-5,966
| -45% | -$459K | 0.53% | 65 |
|
|
2021
Q4 | $1.16M | Hold |
13,324
| – | – | 0.99% | 31 |
|
|
2021
Q3 | $1.1M | Sell |
13,324
-5,875
| -31% | -$483K | 0.99% | 31 |
|
|
2021
Q2 | $1.57M | Hold |
19,199
| – | – | 0.99% | 30 |
|
|
2021
Q1 | $1.31M | Hold |
19,199
| – | – | 0.89% | 30 |
|
|
2020
Q4 | $1.3M | Hold |
19,199
| – | – | 0.91% | 28 |
|
|
2020
Q3 | $1.2M | Buy |
19,199
+9,002
| +88% | +$562K | 0.93% | 26 |
|
|
2020
Q2 | $580K | Buy |
+10,197
| New | +$580K | 0.46% | 67 |
|