Birch Hill Investment Advisors’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 | $845K | Sell |
8,537
-788
| -8% | -$78K | 0.04% | 118 |
|
|
2025
Q1 | $962K | Sell |
9,325
-300
| -3% | -$31K | 0.05% | 111 |
|
|
2024
Q4 | $891K | Sell |
9,625
-162
| -2% | -$15K | 0.04% | 113 |
|
|
2024
Q3 | $1.02M | Hold |
9,787
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $942K | Hold |
9,787
| – | – | 0.05% | 107 |
|
|
2024
Q1 | $972K | Sell |
9,787
-26
| -0.3% | -$2.58K | 0.05% | 106 |
|
|
2023
Q4 | $878K | Sell |
9,813
-2,850
| -23% | -$255K | 0.05% | 102 |
|
|
2023
Q3 | $1.02M | Sell |
12,663
-199
| -2% | -$16K | 0.06% | 94 |
|
|
2023
Q2 | $1.14M | Sell |
12,862
-701
| -5% | -$62.4K | 0.07% | 88 |
|
|
2023
Q1 | $1.14M | Sell |
13,563
-2,092
| -13% | -$177K | 0.07% | 90 |
|
|
2022
Q4 | $1.23M | Buy |
15,655
+300
| +2% | +$23.5K | 0.08% | 90 |
|
|
2022
Q3 | $980K | Sell |
15,355
-275
| -2% | -$17.6K | 0.07% | 91 |
|
|
2022
Q2 | $1.11M | Sell |
15,630
-380
| -2% | -$26.9K | 0.07% | 91 |
|
|
2022
Q1 | $1.23M | Sell |
16,010
-1,895
| -11% | -$146K | 0.07% | 94 |
|
|
2021
Q4 | $1.56M | Sell |
17,905
-860
| -5% | -$74.9K | 0.08% | 87 |
|
|
2021
Q3 | $1.54M | Sell |
18,765
-19
| -0.1% | -$1.56K | 0.08% | 84 |
|
|
2021
Q2 | $1.54M | Sell |
18,784
-462
| -2% | -$37.8K | 0.08% | 82 |
|
|
2021
Q1 | $1.32M | Sell |
19,246
-15,974
| -45% | -$1.09M | 0.08% | 87 |
|
|
2020
Q4 | $2.38M | Sell |
35,220
-2,336
| -6% | -$158K | 0.14% | 69 |
|
|
2020
Q3 | $2.34M | Sell |
37,556
-8,487
| -18% | -$530K | 0.16% | 65 |
|
|
2020
Q2 | $2.62M | Buy |
+46,043
| New | +$2.62M | 0.19% | 59 |
|