J.M. Forbes & 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
Q2 | $275K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $207K | Buy |
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