MPWT
MassMutual Private Wealth & Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
3,044
+79
| +3% | +$7.82K | 0.01% | 384 |
|
|
2025
Q1 | $306K | Buy |
2,965
+758
| +34% | +$78.2K | 0.01% | 373 |
|
|
2024
Q4 | $204K | Buy |
2,207
+100
| +5% | +$9.26K | 0.01% | 451 |
|
|
2024
Q3 | $219K | Sell |
2,107
-168
| -7% | -$17.5K | 0.01% | 393 |
|
|
2024
Q2 | $219K | Buy |
2,275
+408
| +22% | +$39.3K | 0.01% | 386 |
|
|
2024
Q1 | $185K | Buy |
1,867
+124
| +7% | +$12.3K | 0.01% | 391 |
|
|
2023
Q4 | $156K | Buy |
1,743
+320
| +22% | +$28.6K | 0.01% | 401 |
|
|
2023
Q3 | $114K | Sell |
1,423
-271
| -16% | -$21.8K | ﹤0.01% | 430 |
|
|
2023
Q2 | $151K | Buy |
1,694
+64
| +4% | +$5.7K | 0.01% | 386 |
|
|
2023
Q1 | $138K | Sell |
1,630
-65
| -4% | -$5.49K | 0.01% | 386 |
|
|
2022
Q4 | $133K | Buy |
1,695
+36
| +2% | +$2.83K | 0.01% | 382 |
|
|
2022
Q3 | $106K | Buy |
1,659
+7
| +0.4% | +$447 | ﹤0.01% | 382 |
|
|
2022
Q2 | $117K | Sell |
1,652
-282
| -15% | -$20K | 0.01% | 369 |
|
|
2022
Q1 | $149K | Buy |
1,934
+31
| +2% | +$2.39K | 0.01% | 357 |
|
|
2021
Q4 | $166K | Sell |
1,903
-1,023
| -35% | -$89.2K | 0.01% | 353 |
|
|
2021
Q3 | $241K | Sell |
2,926
-163
| -5% | -$13.4K | 0.01% | 334 |
|
|
2021
Q2 | $253K | Buy |
3,089
+634
| +26% | +$51.9K | 0.01% | 329 |
|
|
2021
Q1 | $168K | Sell |
2,455
-1,425
| -37% | -$97.5K | 0.01% | 346 |
|
|
2020
Q4 | $262K | Sell |
3,880
-1,814
| -32% | -$122K | 0.01% | 324 |
|
|
2020
Q3 | $355K | Sell |
5,694
-4,212
| -43% | -$263K | 0.02% | 292 |
|
|
2020
Q2 | $563K | Buy |
+9,906
| New | +$563K | 0.04% | 232 |
|