Rockland Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
19,160
-1,993
| -9% | -$197K | 0.09% | 97 |
|
|
2025
Q1 | $2.18M | Sell |
21,153
-1,020
| -5% | -$105K | 0.11% | 89 |
|
|
2024
Q4 | $2.05M | Sell |
22,173
-1,257
| -5% | -$116K | 0.1% | 92 |
|
|
2024
Q3 | $2.44M | Buy |
23,430
+2,287
| +11% | +$238K | 0.12% | 90 |
|
|
2024
Q2 | $2.04M | Buy |
21,143
+1,767
| +9% | +$170K | 0.11% | 94 |
|
|
2024
Q1 | $1.92M | Sell |
19,376
-1,985
| -9% | -$197K | 0.1% | 98 |
|
|
2023
Q4 | $1.91M | Sell |
21,361
-4,410
| -17% | -$395K | 0.1% | 100 |
|
|
2023
Q3 | $2.07M | Sell |
25,771
-2,098
| -8% | -$168K | 0.12% | 90 |
|
|
2023
Q2 | $2.48M | Sell |
27,869
-5,605
| -17% | -$499K | 0.15% | 88 |
|
|
2023
Q1 | $2.83M | Sell |
33,474
-17,105
| -34% | -$1.44M | 0.18% | 84 |
|
|
2022
Q4 | $3.96M | Sell |
50,579
-2,803
| -5% | -$220K | 0.25% | 80 |
|
|
2022
Q3 | $3.41M | Sell |
53,382
-3,216
| -6% | -$205K | 0.24% | 81 |
|
|
2022
Q2 | $4M | Sell |
56,598
-2,455
| -4% | -$173K | 0.28% | 77 |
|
|
2022
Q1 | $4.54M | Sell |
59,053
-10,239
| -15% | -$788K | 0.29% | 74 |
|
|
2021
Q4 | $6.03M | Sell |
69,292
-101,806
| -60% | -$8.87M | 0.38% | 70 |
|
|
2021
Q3 | $14.1M | Sell |
171,098
-5,052
| -3% | -$416K | 0.98% | 34 |
|
|
2021
Q2 | $14.4M | Sell |
176,150
-1,766
| -1% | -$144K | 1% | 32 |
|
|
2021
Q1 | $12.2M | Buy |
177,916
+1,868
| +1% | +$128K | 0.88% | 41 |
|
|
2020
Q4 | $11.9M | Buy |
176,048
+3,594
| +2% | +$243K | 0.92% | 42 |
|
|
2020
Q3 | $10.8M | Buy |
172,454
+3,921
| +2% | +$245K | 0.92% | 40 |
|
|
2020
Q2 | $9.58M | Buy |
+168,533
| New | +$9.58M | 0.86% | 42 |
|