Boston Family Office’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 | $343K | Hold |
3,462
| – | – | 0.02% | 232 |
|
|
2025
Q1 | $357K | Buy |
+3,462
| New | +$357K | 0.03% | 226 |
|
|
2022
Q2 | – | Sell |
-3,568
| Closed | -$275K | – | 282 |
|
|
2022
Q1 | $275K | Hold |
3,568
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $311K | Sell |
3,568
-560
| -14% | -$48.8K | 0.02% | 245 |
|
|
2021
Q3 | $340K | Hold |
4,128
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $338K | Sell |
4,128
-150
| -4% | -$12.3K | 0.02% | 235 |
|
|
2021
Q1 | $292K | Sell |
4,278
-50
| -1% | -$3.41K | 0.02% | 241 |
|
|
2020
Q4 | $292K | Sell |
4,328
-312
| -7% | -$21.1K | 0.02% | 235 |
|
|
2020
Q3 | $290K | Sell |
4,640
-711
| -13% | -$44.4K | 0.03% | 217 |
|
|
2020
Q2 | $304K | Buy |
+5,351
| New | +$304K | 0.03% | 213 |
|