Mascoma Wealth Management’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
Q2 | $27.6K | Hold |
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|
2025
Q1 | $28.8K | Hold |
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|
2024
Q4 | $25.8K | Buy |
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|
2024
Q3 | $26K | Hold |
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|
2024
Q2 | $24.1K | Sell |
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|
2024
Q1 | $54.6K | Sell |
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|
2023
Q4 | $53.7K | Sell |
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|
2023
Q3 | $50.2K | Hold |
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|
2023
Q2 | $55.6K | Sell |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $91K | Sell |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $122K | Sell |
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|
2021
Q3 | $120K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $100K | Buy |
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