BHWM
Bar Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
4,011
-25
| -0.6% | -$2.48K | 0.03% | 192 |
|
|
2025
Q1 | $417K | Hold |
4,036
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $374K | Sell |
4,036
-508
| -11% | -$47K | 0.02% | 197 |
|
|
2024
Q3 | $472K | Sell |
4,544
-300
| -6% | -$31.2K | 0.03% | 190 |
|
|
2024
Q2 | $466K | Buy |
4,844
+158
| +3% | +$15.2K | 0.03% | 188 |
|
|
2024
Q1 | $465K | Sell |
4,686
-300
| -6% | -$29.8K | 0.03% | 189 |
|
|
2023
Q4 | $446K | Buy |
4,986
+200
| +4% | +$17.9K | 0.03% | 186 |
|
|
2023
Q3 | $384K | Hold |
4,786
| – | – | 0.03% | 196 |
|
|
2023
Q2 | $426K | Sell |
4,786
-230
| -5% | -$20.5K | 0.03% | 196 |
|
|
2023
Q1 | $423K | Sell |
5,016
-165
| -3% | -$13.9K | 0.03% | 194 |
|
|
2022
Q4 | $406K | Hold |
5,181
| – | – | 0.03% | 199 |
|
|
2022
Q3 | $331K | Hold |
5,181
| – | – | 0.03% | 211 |
|
|
2022
Q2 | $366K | Buy |
5,181
+226
| +5% | +$16K | 0.03% | 212 |
|
|
2022
Q1 | $381K | Sell |
4,955
-307
| -6% | -$23.6K | 0.03% | 175 |
|
|
2021
Q4 | $459K | Sell |
5,262
-441
| -8% | -$38.5K | 0.04% | 161 |
|
|
2021
Q3 | $470K | Sell |
5,703
-74
| -1% | -$6.1K | 0.04% | 152 |
|
|
2021
Q2 | $472K | Sell |
5,777
-92
| -2% | -$7.52K | 0.04% | 159 |
|
|
2021
Q1 | $401K | Sell |
5,869
-1,238
| -17% | -$84.6K | 0.04% | 178 |
|
|
2020
Q4 | $480K | Hold |
7,107
| – | – | 0.05% | 162 |
|
|
2020
Q3 | $444K | Sell |
7,107
-457
| -6% | -$28.6K | 0.05% | 158 |
|
|
2020
Q2 | $430K | Buy |
+7,564
| New | +$430K | 0.05% | 157 |
|