Foster Dykema Cabot & Partners’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 | $135K | Hold |
1,366
| – | – | 0.01% | 146 |
|
|
2025
Q1 | $141K | Hold |
1,366
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $127K | Hold |
1,366
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $142K | Buy |
1,366
+48
| +4% | +$4.99K | 0.01% | 153 |
|
|
2024
Q2 | $127K | Hold |
1,318
| – | – | 0.01% | 132 |
|
|
2024
Q1 | $131K | Hold |
1,318
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $118K | Buy |
+1,318
| New | +$118K | 0.01% | 126 |
|