Marble Harbor Investment Counsel’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 | $642K | Sell |
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|
2025
Q2 | $769K | Hold |
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|
2025
Q1 | $802K | Sell |
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|
2024
Q4 | $752K | Hold |
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|
2024
Q3 | $844K | Sell |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $718K | Hold |
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|
2023
Q1 | $681K | Sell |
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|
2022
Q4 | $848K | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $891K | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $956K | Sell |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $809K | Hold |
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|
2020
Q4 | $798K | Sell |
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|
2020
Q3 | $757K | Buy |
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|
2020
Q2 | $686K | Buy |
|