Harbor Investment Advisory’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 | $149K | Hold |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $153K | Hold |
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|
2024
Q3 | $172K | Sell |
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|
2024
Q2 | $160K | Buy |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $185K | Sell |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $251K | Buy |
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