Flagship Harbor Advisors’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
Q3 | $249K | Sell |
|
|||||
|
2025
Q2 | $282K | Sell |
|
|||||
|
2025
Q1 | $307K | Sell |
|
|||||
|
2024
Q4 | $295K | Sell |
|
|||||
|
2024
Q3 | $350K | Buy |
|
|||||
|
2024
Q1 | $329K | Sell |
|
|||||
|
2023
Q4 | $309K | Sell |
|
|||||
|
2023
Q3 | $279K | Sell |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $362K | Sell |
|
|||||
|
2022
Q4 | $351K | Sell |
|
|||||
|
2022
Q3 | $294K | Sell |
|
|||||
|
2022
Q2 | $344K | Sell |
|
|||||
|
2022
Q1 | $532K | Sell |
|
|||||
|
2021
Q4 | $692K | Buy |
|
|||||
|
2021
Q3 | $487K | Hold |
|
|||||
|
2021
Q2 | $487K | Buy |
|
|||||
|
2021
Q1 | $378K | Sell |
|
|||||
|
2020
Q4 | $383K | Buy |
|
|||||
|
2020
Q3 | $345K | Buy |
|
|||||
|
2020
Q2 | $287K | Buy |
|