MWM
Mascoma Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Hold |
279
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $28.8K | Hold |
279
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $25.8K | Buy |
279
+29
| +12% | +$2.69K | 0.01% | 257 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $24.1K | Sell |
250
-300
| -55% | -$28.9K | 0.01% | 254 |
|
|
2024
Q1 | $54.6K | Sell |
550
-50
| -8% | -$4.96K | 0.02% | 174 |
|
|
2023
Q4 | $53.7K | Sell |
600
-25
| -4% | -$2.24K | 0.02% | 183 |
|
|
2023
Q3 | $50.2K | Hold |
625
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $55.6K | Sell |
625
-800
| -56% | -$71.2K | 0.02% | 185 |
|
|
2023
Q1 | $122K | Hold |
1,425
| – | – | 0.04% | 151 |
|
|
2022
Q4 | $112K | Hold |
1,425
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $91K | Sell |
1,425
-21
| -1% | -$1.34K | 0.03% | 174 |
|
|
2022
Q2 | $102K | Sell |
1,446
-46
| -3% | -$3.25K | 0.03% | 170 |
|
|
2022
Q1 | $115K | Buy |
1,492
+92
| +7% | +$7.09K | 0.04% | 167 |
|
|
2021
Q4 | $122K | Sell |
1,400
-55
| -4% | -$4.79K | 0.04% | 148 |
|
|
2021
Q3 | $120K | Buy |
+1,455
| New | +$120K | 0.05% | 138 |
|
|
2021
Q2 | – | Sell |
-1,455
| Closed | -$100K | – | 343 |
|
|
2021
Q1 | $100K | Buy |
+1,455
| New | +$100K | 0.04% | 156 |
|