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