Choate Investment Advisors’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 | $407K | Sell |
4,106
-206
| -5% | -$20.4K | 0.01% | 294 |
|
|
2025
Q1 | $445K | Sell |
4,312
-3,079
| -42% | -$318K | 0.01% | 272 |
|
|
2024
Q4 | $684K | Buy |
7,391
+2,817
| +62% | +$261K | 0.02% | 231 |
|
|
2024
Q3 | $475K | Sell |
4,574
-137
| -3% | -$14.2K | 0.01% | 266 |
|
|
2024
Q2 | $453K | Sell |
4,711
-38
| -0.8% | -$3.66K | 0.01% | 261 |
|
|
2024
Q1 | $471K | Sell |
4,749
-934
| -16% | -$92.7K | 0.01% | 275 |
|
|
2023
Q4 | $508K | Buy |
5,683
+454
| +9% | +$40.6K | 0.02% | 242 |
|
|
2023
Q3 | $420K | Buy |
5,229
+233
| +5% | +$18.7K | 0.02% | 259 |
|
|
2023
Q2 | $445K | Sell |
4,996
-23
| -0.5% | -$2.05K | 0.02% | 214 |
|
|
2023
Q1 | $424K | Hold |
5,019
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $393K | Buy |
5,019
+103
| +2% | +$8.07K | 0.02% | 206 |
|
|
2022
Q3 | $314K | Sell |
4,916
-217
| -4% | -$13.9K | 0.02% | 196 |
|
|
2022
Q2 | $363K | Sell |
5,133
-444
| -8% | -$31.4K | 0.02% | 197 |
|
|
2022
Q1 | $429K | Buy |
5,577
+81
| +1% | +$6.23K | 0.02% | 208 |
|
|
2021
Q4 | $479K | Sell |
5,496
-1,662
| -23% | -$145K | 0.03% | 190 |
|
|
2021
Q3 | $589K | Sell |
7,158
-853
| -11% | -$70.2K | 0.04% | 165 |
|
|
2021
Q2 | $655K | Sell |
8,011
-558
| -7% | -$45.6K | 0.04% | 156 |
|
|
2021
Q1 | $586K | Sell |
8,569
-686
| -7% | -$46.9K | 0.04% | 163 |
|
|
2020
Q4 | $625K | Sell |
9,255
-731
| -7% | -$49.4K | 0.04% | 142 |
|
|
2020
Q3 | $623K | Sell |
9,986
-437
| -4% | -$27.3K | 0.04% | 137 |
|
|
2020
Q2 | $593K | Buy |
+10,423
| New | +$593K | 0.04% | 138 |
|