Essex Savings 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 | $310K | Sell |
3,135
-308
| -9% | -$30.5K | 0.07% | 213 |
|
|
2025
Q1 | $355K | Sell |
3,443
-25
| -0.7% | -$2.58K | 0.09% | 192 |
|
|
2024
Q4 | $321K | Hold |
3,468
| – | – | 0.08% | 204 |
|
|
2024
Q3 | $360K | Buy |
3,468
+16
| +0.5% | +$1.66K | 0.09% | 188 |
|
|
2024
Q2 | $332K | Buy |
3,452
+455
| +15% | +$43.8K | 0.09% | 180 |
|
|
2024
Q1 | $268K | Hold |
2,997
| – | – | 0.08% | 210 |
|
|
2023
Q4 | $268K | Hold |
2,997
| – | – | 0.08% | 209 |
|
|
2023
Q3 | $241K | Buy |
2,997
+87
| +3% | +$6.99K | 0.08% | 203 |
|
|
2023
Q2 | $259K | Buy |
2,910
+100
| +4% | +$8.9K | 0.09% | 190 |
|
|
2023
Q1 | $237K | Hold |
2,810
| – | – | 0.08% | 199 |
|
|
2022
Q4 | $220K | Buy |
+2,810
| New | +$220K | 0.08% | 208 |
|
|
2022
Q3 | – | Sell |
-3,015
| Closed | -$213K | – | 217 |
|
|
2022
Q2 | $213K | Sell |
3,015
-10
| -0.3% | -$706 | 0.08% | 199 |
|
|
2022
Q1 | $233K | Hold |
3,025
| – | – | 0.08% | 203 |
|
|
2021
Q4 | $263K | Sell |
3,025
-242
| -7% | -$21K | 0.09% | 182 |
|
|
2021
Q3 | $301K | Buy |
3,267
+343
| +12% | +$31.6K | 0.11% | 167 |
|
|
2021
Q2 | $229K | Sell |
2,924
-219
| -7% | -$17.2K | 0.09% | 196 |
|
|
2021
Q1 | $200K | Sell |
3,143
-340
| -10% | -$21.6K | 0.09% | 196 |
|
|
2020
Q4 | $235K | Sell |
3,483
-740
| -18% | -$49.9K | 0.1% | 171 |
|
|
2020
Q3 | $264K | Sell |
4,223
-483
| -10% | -$30.2K | 0.13% | 156 |
|
|
2020
Q2 | $267K | Buy |
+4,706
| New | +$267K | 0.16% | 139 |
|