Boston Trust Walden’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
Q3 | $338K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $374K | Hold |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $323K | Buy |
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