BIM
Baldwin Investment Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,917
| Closed | -$611K | – | 213 |
|
|
2025
Q1 | $611K | Sell |
5,917
-90
| -1% | -$9.29K | 0.07% | 135 |
|
|
2024
Q4 | $556K | Sell |
6,007
-1,850
| -24% | -$171K | 0.07% | 144 |
|
|
2024
Q3 | $817K | Hold |
7,857
| – | – | 0.1% | 122 |
|
|
2024
Q2 | $756K | Buy |
7,857
+160
| +2% | +$15.4K | 0.1% | 123 |
|
|
2024
Q1 | $764K | Sell |
7,697
-36
| -0.5% | -$3.57K | 0.1% | 125 |
|
|
2023
Q4 | $692K | Hold |
7,733
| – | – | 0.11% | 119 |
|
|
2023
Q3 | $621K | Sell |
7,733
-25
| -0.3% | -$2.01K | 0.1% | 123 |
|
|
2023
Q2 | $691K | Buy |
7,758
+500
| +7% | +$44.5K | 0.11% | 119 |
|
|
2023
Q1 | $613K | Sell |
7,258
-100
| -1% | -$8.44K | 0.11% | 124 |
|
|
2022
Q4 | $576K | Buy |
7,358
+500
| +7% | +$39.2K | 0.1% | 127 |
|
|
2022
Q3 | $438 | Sell |
6,858
-200
| -3% | -$13 | 0.09% | 136 |
|
|
2022
Q2 | $499 | Buy |
7,058
+30
| +0.4% | +$2 | 0.09% | 141 |
|
|
2022
Q1 | $541 | Sell |
7,028
-1,000
| -12% | -$77 | 0.08% | 148 |
|
|
2021
Q4 | $699 | Hold |
8,028
| – | – | 0.11% | 134 |
|
|
2021
Q3 | $661K | Buy |
8,028
+669
| +9% | +$55.1K | 0.12% | 131 |
|
|
2021
Q2 | $602K | Sell |
7,359
-268
| -4% | -$21.9K | 0.1% | 136 |
|
|
2021
Q1 | $522K | Sell |
7,627
-248
| -3% | -$17K | 0.1% | 149 |
|
|
2020
Q4 | $532K | Buy |
7,875
+1,347
| +21% | +$91K | 0.11% | 139 |
|
|
2020
Q3 | $407K | Buy |
6,528
+1,200
| +23% | +$74.8K | 0.1% | 137 |
|
|
2020
Q2 | $303K | Buy |
+5,328
| New | +$303K | 0.1% | 125 |
|