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 |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $381K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $480K | Hold |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $430K | Buy |
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