American National Bank & 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 | $764K | Sell |
7,716
-1,050
| -12% | -$104K | 0.08% | 127 |
|
2025
Q1 | $905K | Sell |
8,766
-6,802
| -44% | -$702K | 0.1% | 93 |
|
2024
Q4 | $1.44M | Sell |
15,568
-84
| -0.5% | -$7.78K | 0.16% | 73 |
|
2024
Q3 | $1.63M | Sell |
15,652
-280
| -2% | -$29.1K | 0.19% | 70 |
|
2024
Q2 | $1.53M | Sell |
15,932
-355
| -2% | -$34.2K | 0.19% | 71 |
|
2024
Q1 | $1.62M | Sell |
16,287
-2,562
| -14% | -$254K | 0.21% | 72 |
|
2023
Q4 | $1.69M | Buy |
18,849
+4,242
| +29% | +$380K | 0.26% | 68 |
|
2023
Q3 | $1.17M | Buy |
14,607
+5,079
| +53% | +$408K | 0.2% | 77 |
|
2023
Q2 | $848K | Buy |
9,528
+8,760
| +1,141% | +$780K | 0.14% | 85 |
|
2023
Q1 | $64.8K | Buy |
768
+420
| +121% | +$35.4K | 0.01% | 247 |
|
2022
Q4 | $27K | Buy |
348
+317
| +1,023% | +$24.6K | 0.01% | 313 |
|
2022
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 522 |
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 317 |
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 285 |
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 267 |
|