Loring Wolcott & Coolidge Fiduciary 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 | $1.78M | Sell |
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|
2025
Q2 | $1.9M | Hold |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $4.26M | Buy |
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|
2024
Q3 | $4.45M | Buy |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $3.23M | Buy |
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