Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $419K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $437K | Sell |
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|
2020
Q2 | $469K | Buy |
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