Boston Family Office’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
Q2
$343K Hold
2025
Q1
$357K Buy
2022
Q2
Sell
2022
Q1
$275K Hold
2021
Q4
$311K Sell
2021
Q3
$340K Hold
2021
Q2
$338K Sell
2021
Q1
$292K Sell
2020
Q4
$292K Sell
2020
Q3
$290K Sell
2020
Q2
$304K Buy