Eastern Bank’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 | $732K | Sell |
7,396
-102
| -1% | -$10.1K | 0.01% | 210 |
|
2025
Q1 | $774K | Hold |
7,498
| – | – | 0.02% | 224 |
|
2024
Q4 | $694K | Hold |
7,498
| – | – | 0.01% | 240 |
|
2024
Q3 | $779K | Buy |
+7,498
| New | +$779K | 0.01% | 245 |
|
2020
Q3 | – | Sell |
-4,221
| Closed | -$240K | – | 187 |
|
2020
Q2 | $240K | Buy |
+4,221
| New | +$240K | 0.02% | 169 |
|