J.P. Marvel Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.5M | Hold |
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|
2024
Q3 | $2.8M | Sell |
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|
2024
Q2 | $2.61M | Hold |
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|
2024
Q1 | $2.69M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.77M | Hold |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.87M | Hold |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.11M | Hold |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.71M | Hold |
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|
2020
Q3 | $1.58M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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