Boston Trust Walden’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 | $366K | Hold |
3,698
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $382K | Sell |
3,698
-500
| -12% | -$51.6K | ﹤0.01% | 331 |
|
|
2024
Q4 | $389K | Hold |
4,198
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $436K | Hold |
4,198
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $404K | Hold |
4,198
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $417K | Hold |
4,198
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $376K | Sell |
4,198
-50
| -1% | -$4.47K | ﹤0.01% | 326 |
|
|
2023
Q3 | $341K | Hold |
4,248
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $378K | Hold |
4,248
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $359K | Hold |
4,248
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $333K | Sell |
4,248
-331
| -7% | -$25.9K | ﹤0.01% | 332 |
|
|
2022
Q3 | $292K | Sell |
4,579
-250
| -5% | -$15.9K | ﹤0.01% | 328 |
|
|
2022
Q2 | $341K | Sell |
4,829
-999
| -17% | -$70.5K | ﹤0.01% | 328 |
|
|
2022
Q1 | $448K | Hold |
5,828
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $507K | Buy |
5,828
+398
| +7% | +$34.6K | ﹤0.01% | 327 |
|
|
2021
Q3 | $447K | Hold |
5,430
| – | – | ﹤0.01% | 330 |
|
|
2021
Q2 | $444K | Sell |
5,430
-50
| -0.9% | -$4.09K | ﹤0.01% | 334 |
|
|
2021
Q1 | $375K | Sell |
5,480
-50
| -0.9% | -$3.42K | ﹤0.01% | 331 |
|
|
2020
Q4 | $374K | Hold |
5,530
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $345K | Sell |
5,530
-152
| -3% | -$9.48K | ﹤0.01% | 335 |
|
|
2020
Q2 | $323K | Buy |
+5,682
| New | +$323K | ﹤0.01% | 332 |
|