Essex Financial Services’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
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $904K | Hold |
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|
2021
Q1 | $904K | Sell |
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|
2020
Q4 | $994K | Buy |
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|
2020
Q3 | $853K | Buy |
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|
2020
Q2 | $662K | Buy |
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