Choate Investment Advisors’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 | $420K | Buy |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $655K | Sell |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $593K | Buy |
|