Bar Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Sell
2025
Q2
$397K Sell
2025
Q1
$417K Hold
2024
Q4
$374K Sell
2024
Q3
$472K Sell
2024
Q2
$466K Buy
2024
Q1
$465K Sell
2023
Q4
$446K Buy
2023
Q3
$384K Hold
2023
Q2
$426K Sell
2023
Q1
$423K Sell
2022
Q4
$406K Hold
2022
Q3
$331K Hold
2022
Q2
$366K Buy
2022
Q1
$381K Sell
2021
Q4
$459K Sell
2021
Q3
$470K Sell
2021
Q2
$472K Sell
2021
Q1
$401K Sell
2020
Q4
$480K Hold
2020
Q3
$444K Sell
2020
Q2
$430K Buy