J.P. Marvel Investment Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
25,279
-1,663
| -6% | -$165K | 0.4% | 41 |
|
|
2025
Q1 | $2.78M | Sell |
26,942
-2
| -0% | -$206 | 0.48% | 42 |
|
|
2024
Q4 | $2.5M | Hold |
26,944
| – | – | 0.41% | 43 |
|
|
2024
Q3 | $2.8M | Sell |
26,944
-178
| -0.7% | -$18.5K | 0.46% | 47 |
|
|
2024
Q2 | $2.61M | Hold |
27,122
| – | – | 0.43% | 47 |
|
|
2024
Q1 | $2.69M | Buy |
27,122
+5,518
| +26% | +$548K | 0.47% | 46 |
|
|
2023
Q4 | $1.93M | Sell |
21,604
-465
| -2% | -$41.6K | 0.38% | 49 |
|
|
2023
Q3 | $1.77M | Hold |
22,069
| – | – | 0.38% | 50 |
|
|
2023
Q2 | $1.96M | Sell |
22,069
-140
| -0.6% | -$12.5K | 0.41% | 51 |
|
|
2023
Q1 | $1.87M | Hold |
22,209
| – | – | 0.42% | 53 |
|
|
2022
Q4 | $1.74M | Sell |
22,209
-930
| -4% | -$72.8K | 0.41% | 51 |
|
|
2022
Q3 | $1.48M | Sell |
23,139
-211
| -0.9% | -$13.5K | 0.38% | 53 |
|
|
2022
Q2 | $1.65M | Sell |
23,350
-763
| -3% | -$53.9K | 0.4% | 51 |
|
|
2022
Q1 | $1.86M | Sell |
24,113
-150
| -0.6% | -$11.5K | 0.38% | 51 |
|
|
2021
Q4 | $2.11M | Hold |
24,263
| – | – | 0.41% | 46 |
|
|
2021
Q3 | $2M | Buy |
24,263
+115
| +0.5% | +$9.46K | 0.6% | 36 |
|
|
2021
Q2 | $1.98M | Sell |
24,148
-260
| -1% | -$21.3K | 0.42% | 49 |
|
|
2021
Q1 | $1.67M | Sell |
24,408
-934
| -4% | -$63.9K | 0.4% | 51 |
|
|
2020
Q4 | $1.71M | Hold |
25,342
| – | – | 0.44% | 45 |
|
|
2020
Q3 | $1.58M | Sell |
25,342
-270
| -1% | -$16.9K | 0.46% | 46 |
|
|
2020
Q2 | $1.46M | Buy |
+25,612
| New | +$1.46M | 0.46% | 42 |
|