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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $216K | Hold |
2,806
| – | – | 0.02% | 148 |
|
|
2025
Q4 | $245K | Sell |
2,806
-4
| -0.1% | -$358 | 0.02% | 134 |
|
|
2025
Q3 | $257K | Buy |
2,810
+29
| +1% | +$2.63K | 0.02% | 132 |
|
|
2025
Q2 | $275K | Sell |
2,781
-23
| -0.8% | -$2.22K | 0.03% | 126 |
|
|
2025
Q1 | $289K | Hold |
2,804
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $260K | Sell |
2,804
-52
| -2% | -$5.21K | 0.03% | 132 |
|
|
2024
Q3 | $297K | Hold |
2,856
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $275K | Hold |
2,856
| – | – | 0.03% | 119 |
|
|
2024
Q1 | $284K | Sell |
2,856
-122
| -4% | -$11.3K | 0.03% | 120 |
|
|
2023
Q4 | $266K | Hold |
2,978
| – | – | 0.03% | 117 |
|
|
2023
Q3 | $239K | Hold |
2,978
| – | – | 0.03% | 119 |
|
|
2023
Q2 | $265K | Sell |
2,978
-5
| -0.2% | -$421 | 0.03% | 117 |
|
|
2023
Q1 | $252K | Sell |
2,983
-25
| -0.8% | -$2.07K | 0.03% | 97 |
|
|
2022
Q4 | $236K | Buy |
+3,008
| New | +$222K | 0.03% | 101 |
|
|
2022
Q3 | – | Sell |
-3,226
| Closed | -$228K | – | 112 |
|
|
2022
Q2 | $228K | Sell |
3,226
-17
| -0.5% | -$1.25K | 0.03% | 103 |
|
|
2022
Q1 | $250K | Sell |
3,243
-5
| -0.2% | -$400 | 0.03% | 107 |
|
|
2021
Q4 | $283K | Buy |
3,248
+247
| +8% | +$20.7K | 0.03% | 102 |
|
|
2021
Q3 | $247K | Sell |
3,001
-30
| -1% | -$2.64K | 0.03% | 102 |
|
|
2021
Q2 | $248K | Hold |
3,031
| – | – | 0.03% | 105 |
|
|
2021
Q1 | $207K | Sell |
3,031
-31
| -1% | -$2.03K | 0.03% | 100 |
|
|
2020
Q4 | $207K | Buy |
+3,062
| New | +$199K | 0.03% | 100 |
|
Other funds holding OTIS
VCM
VPM
