Welch & Forbes’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.9M | Sell |
245,678
-902
| -0.4% | -$78.9K | 0.24% | 74 |
|
|
2025
Q4 | $21.5M | Sell |
246,580
-5,358
| -2% | -$479K | 0.26% | 77 |
|
|
2025
Q3 | $23M | Sell |
251,938
-5,374
| -2% | -$488K | 0.28% | 75 |
|
|
2025
Q2 | $25.5M | Sell |
257,312
-6,631
| -3% | -$640K | 0.32% | 72 |
|
|
2025
Q1 | $27.2M | Sell |
263,943
-13,607
| -5% | -$1.33M | 0.36% | 70 |
|
|
2024
Q4 | $25.7M | Sell |
277,550
-9,965
| -3% | -$999K | 0.33% | 72 |
|
|
2024
Q3 | $29.9M | Sell |
287,515
-5,524
| -2% | -$526K | 0.38% | 67 |
|
|
2024
Q2 | $28.2M | Sell |
293,039
-2,853
| -1% | -$275K | 0.38% | 69 |
|
|
2024
Q1 | $29.4M | Sell |
295,892
-6,142
| -2% | -$568K | 0.4% | 65 |
|
|
2023
Q4 | $27M | Sell |
302,034
-3,785
| -1% | -$315K | 0.41% | 61 |
|
|
2023
Q3 | $24.6M | Buy |
305,819
+2,143
| +0.7% | +$183K | 0.41% | 63 |
|
|
2023
Q2 | $27M | Sell |
303,676
-1,824
| -0.6% | -$154K | 0.43% | 59 |
|
|
2023
Q1 | $25.8M | Sell |
305,500
-4,717
| -2% | -$390K | 0.44% | 61 |
|
|
2022
Q4 | $24.3M | Sell |
310,217
-3,455
| -1% | -$255K | 0.44% | 61 |
|
|
2022
Q3 | $20M | Sell |
313,672
-1,302
| -0.4% | -$95.3K | 0.39% | 68 |
|
|
2022
Q2 | $22.3M | Sell |
314,974
-1,910
| -0.6% | -$141K | 0.41% | 67 |
|
|
2022
Q1 | $24.4M | Sell |
316,884
-3,684
| -1% | -$294K | 0.38% | 71 |
|
|
2021
Q4 | $27.9M | Sell |
320,568
-18,227
| -5% | -$1.53M | 0.42% | 64 |
|
|
2021
Q3 | $27.9M | Sell |
338,795
-6,724
| -2% | -$591K | 0.46% | 57 |
|
|
2021
Q2 | $28.3M | Sell |
345,519
-6,093
| -2% | -$469K | 0.48% | 56 |
|
|
2021
Q1 | $24.1M | Sell |
351,612
-6,720
| -2% | -$439K | 0.44% | 58 |
|
|
2020
Q4 | $24.2M | Sell |
358,332
-5,787
| -2% | -$375K | 0.47% | 54 |
|
|
2020
Q3 | $22.7M | Sell |
364,119
-37,663
| -9% | -$2.3M | 0.49% | 53 |
|
|
2020
Q2 | $22.8M | Buy |
+401,782
| New | +$20.8M | 0.54% | 53 |
|
Other funds holding OTIS
VCM
VPM
