Northeast Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $494K | Buy |
|