EFS
Essex Financial Services’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
19,041
+113
| +0.6% | +$11.2K | 0.12% | 163 |
|
|
2025
Q1 | $1.95M | Buy |
18,928
+458
| +2% | +$47.3K | 0.14% | 145 |
|
|
2024
Q4 | $1.71M | Sell |
18,470
-216
| -1% | -$20K | 0.12% | 158 |
|
|
2024
Q3 | $1.92M | Sell |
18,686
-775
| -4% | -$79.8K | 0.14% | 137 |
|
|
2024
Q2 | $1.8M | Buy |
19,461
+2,488
| +15% | +$230K | 0.13% | 149 |
|
|
2024
Q1 | $1.68M | Sell |
16,973
-222
| -1% | -$22K | 0.16% | 136 |
|
|
2023
Q4 | $1.54M | Sell |
17,195
-2,957
| -15% | -$265K | 0.16% | 132 |
|
|
2023
Q3 | $1.62M | Buy |
20,152
+2,856
| +17% | +$229K | 0.19% | 112 |
|
|
2023
Q2 | $1.54M | Buy |
17,296
+1,918
| +12% | +$171K | 0.18% | 123 |
|
|
2023
Q1 | $1.3M | Buy |
15,378
+610
| +4% | +$51.5K | 0.14% | 154 |
|
|
2022
Q4 | $1.16M | Sell |
14,768
-50
| -0.3% | -$3.91K | 0.12% | 160 |
|
|
2022
Q3 | $945K | Sell |
14,818
-714
| -5% | -$45.5K | 0.11% | 172 |
|
|
2022
Q2 | $1.1M | Buy |
15,532
+368
| +2% | +$26K | 0.12% | 166 |
|
|
2022
Q1 | $1.17M | Sell |
15,164
-1,658
| -10% | -$128K | 0.11% | 182 |
|
|
2021
Q4 | $1.47M | Sell |
16,822
-199
| -1% | -$17.3K | 0.14% | 153 |
|
|
2021
Q3 | $1.4M | Buy |
17,021
+3,814
| +29% | +$314K | 0.16% | 145 |
|
|
2021
Q2 | $904K | Hold |
13,207
| – | – | 0.13% | 166 |
|
|
2021
Q1 | $904K | Sell |
13,207
-1,519
| -10% | -$104K | 0.16% | 142 |
|
|
2020
Q4 | $994K | Buy |
14,726
+1,055
| +8% | +$71.2K | 0.2% | 113 |
|
|
2020
Q3 | $853K | Buy |
13,671
+2,021
| +17% | +$126K | 0.21% | 110 |
|
|
2020
Q2 | $662K | Buy |
+11,650
| New | +$662K | 0.2% | 112 |
|