HM Payson & Co’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 | $6.01M | Sell |
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|
2025
Q2 | $7.7M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $52.6M | Sell |
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|
2024
Q3 | $59.2M | Buy |
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|
2024
Q2 | $54.6M | Buy |
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|
2024
Q1 | $42.9M | Buy |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $69M | Buy |
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|
2023
Q2 | $53.4M | Buy |
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|
2023
Q1 | $43.9M | Buy |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $4.59M | Sell |
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|
2021
Q4 | $6.5M | Sell |
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|
2021
Q3 | $6.2M | Sell |
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|
2021
Q2 | $6.19M | Sell |
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|
2021
Q1 | $5.57M | Sell |
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|
2020
Q4 | $6.22M | Sell |
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|
2020
Q3 | $6.3M | Sell |
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|
2020
Q2 | $6.69M | Buy |
|