LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Hold |
19,229
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $1.77M | Sell |
19,229
-24,323
| -56% | -$2.25M | 0.02% | 128 |
|
|
2024
Q4 | $4.26M | Buy |
43,552
+91
| +0.2% | +$8.89K | 0.04% | 106 |
|
|
2024
Q3 | $4.45M | Buy |
43,461
+40,013
| +1,160% | +$4.1M | 0.04% | 102 |
|
|
2024
Q2 | $343K | Buy |
3,448
+700
| +25% | +$69.7K | ﹤0.01% | 224 |
|
|
2024
Q1 | $265K | Sell |
2,748
-21
| -0.8% | -$2.02K | ﹤0.01% | 249 |
|
|
2023
Q4 | $245K | Sell |
2,769
-100
| -3% | -$8.84K | ﹤0.01% | 262 |
|
|
2023
Q3 | $226K | Buy |
2,869
+21
| +0.7% | +$1.65K | ﹤0.01% | 274 |
|
|
2023
Q2 | $254K | Buy |
2,848
+100
| +4% | +$8.9K | ﹤0.01% | 266 |
|
|
2023
Q1 | $232K | Sell |
2,748
-250
| -8% | -$21.1K | ﹤0.01% | 264 |
|
|
2022
Q4 | $235K | Hold |
2,998
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $191K | Sell |
2,998
-209
| -7% | -$13.3K | ﹤0.01% | 286 |
|
|
2022
Q2 | $227K | Sell |
3,207
-91
| -3% | -$6.44K | ﹤0.01% | 271 |
|
|
2022
Q1 | $254K | Sell |
3,298
-20
| -0.6% | -$1.54K | ﹤0.01% | 278 |
|
|
2021
Q4 | $289K | Buy |
3,318
+20
| +0.6% | +$1.74K | ﹤0.01% | 267 |
|
|
2021
Q3 | $271K | Sell |
3,298
-122
| -4% | -$10K | ﹤0.01% | 268 |
|
|
2021
Q2 | $280K | Sell |
3,420
-449
| -12% | -$36.8K | ﹤0.01% | 278 |
|
|
2021
Q1 | $265K | Sell |
3,869
-985
| -20% | -$67.5K | ﹤0.01% | 263 |
|
|
2020
Q4 | $328K | Sell |
4,854
-4,421
| -48% | -$299K | ﹤0.01% | 242 |
|
|
2020
Q3 | $579K | Sell |
9,275
-47,480
| -84% | -$2.96M | 0.01% | 178 |
|
|
2020
Q2 | $3.23M | Buy |
+56,755
| New | +$3.23M | 0.04% | 94 |
|