Adirondack Trust Company’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 | $163K | Sell |
1,643
-280
| -15% | -$27.7K | 0.06% | 156 |
|
|
2025
Q1 | $198K | Sell |
1,923
-50
| -3% | -$5.16K | 0.08% | 142 |
|
|
2024
Q4 | $183K | Sell |
1,973
-300
| -13% | -$27.8K | 0.07% | 149 |
|
|
2024
Q3 | $236K | Sell |
2,273
-10
| -0.4% | -$1.04K | 0.09% | 133 |
|
|
2024
Q2 | $220K | Hold |
2,283
| – | – | 0.09% | 136 |
|
|
2024
Q1 | $227K | Hold |
2,283
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $218K | Sell |
2,283
-372
| -14% | -$35.5K | 0.09% | 128 |
|
|
2023
Q3 | $213K | Sell |
2,655
-32
| -1% | -$2.57K | 0.11% | 124 |
|
|
2023
Q2 | $244K | Sell |
2,687
-30
| -1% | -$2.73K | 0.11% | 125 |
|
|
2023
Q1 | $229K | Buy |
2,717
+85
| +3% | +$7.17K | 0.12% | 128 |
|
|
2022
Q4 | $206K | Sell |
2,632
-45
| -2% | -$3.52K | 0.11% | 128 |
|
|
2022
Q3 | $171K | Buy |
2,677
+35
| +1% | +$2.24K | 0.1% | 132 |
|
|
2022
Q2 | $187K | Sell |
2,642
-70
| -3% | -$4.96K | 0.1% | 128 |
|
|
2022
Q1 | $209K | Sell |
2,712
-435
| -14% | -$33.5K | 0.1% | 120 |
|
|
2021
Q4 | $274K | Sell |
3,147
-222
| -7% | -$19.3K | 0.13% | 104 |
|
|
2021
Q3 | $271K | Sell |
3,369
-550
| -14% | -$44.2K | 0.13% | 104 |
|
|
2021
Q2 | $321K | Sell |
3,919
-121
| -3% | -$9.91K | 0.16% | 98 |
|
|
2021
Q1 | $276K | Sell |
4,040
-289
| -7% | -$19.7K | 0.15% | 99 |
|
|
2020
Q4 | $280K | Sell |
4,329
-939
| -18% | -$60.7K | 0.17% | 91 |
|
|
2020
Q3 | $328K | Sell |
5,268
-909
| -15% | -$56.6K | 0.22% | 82 |
|
|
2020
Q2 | $387K | Buy |
+6,177
| New | +$387K | 0.26% | 75 |
|