HFM
Hartford Financial Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
6,334
-5,568
| -47% | -$551K | 0.17% | 95 |
|
|
2025
Q1 | $1.23M | Sell |
11,902
-94
| -0.8% | -$9.7K | 0.25% | 101 |
|
|
2024
Q4 | $1.11M | Sell |
11,996
-500
| -4% | -$46.3K | 0.23% | 107 |
|
|
2024
Q3 | $1.3M | Sell |
12,496
-99
| -0.8% | -$10.3K | 0.27% | 102 |
|
|
2024
Q2 | $1.21M | Sell |
12,595
-323
| -3% | -$31.1K | 0.26% | 101 |
|
|
2024
Q1 | $1.28M | Sell |
12,918
-420
| -3% | -$41.7K | 0.27% | 101 |
|
|
2023
Q4 | $1.19M | Sell |
13,338
-749
| -5% | -$67K | 0.27% | 105 |
|
|
2023
Q3 | $1.13M | Sell |
14,087
-257
| -2% | -$20.6K | 0.29% | 102 |
|
|
2023
Q2 | $1.28M | Sell |
14,344
-6,129
| -30% | -$546K | 0.32% | 96 |
|
|
2023
Q1 | $1.73M | Sell |
20,473
-826
| -4% | -$69.7K | 0.45% | 76 |
|
|
2022
Q4 | $1.67M | Sell |
21,299
-1,259
| -6% | -$98.6K | 0.44% | 77 |
|
|
2022
Q3 | $1.44M | Sell |
22,558
-964
| -4% | -$61.5K | 0.42% | 80 |
|
|
2022
Q2 | $1.66M | Sell |
23,522
-177
| -0.7% | -$12.5K | 0.46% | 75 |
|
|
2022
Q1 | $1.82M | Sell |
23,699
-169
| -0.7% | -$13K | 0.44% | 83 |
|
|
2021
Q4 | $2.08M | Sell |
23,868
-151
| -0.6% | -$13.1K | 0.48% | 73 |
|
|
2021
Q3 | $1.98M | Sell |
24,019
-708
| -3% | -$58.2K | 0.5% | 76 |
|
|
2021
Q2 | $2.02M | Buy |
24,727
+220
| +0.9% | +$18K | 0.5% | 74 |
|
|
2021
Q1 | $1.68M | Buy |
24,507
+591
| +2% | +$40.5K | 0.42% | 84 |
|
|
2020
Q4 | $1.62M | Sell |
23,916
-376
| -2% | -$25.4K | 0.43% | 81 |
|
|
2020
Q3 | $1.52M | Buy |
24,292
+840
| +4% | +$52.4K | 0.45% | 77 |
|
|
2020
Q2 | $1.33M | Buy |
+23,452
| New | +$1.33M | 0.43% | 81 |
|