AMG National Trust Bank’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 | $2.34M | Buy |
23,587
+40
| +0.2% | +$3.96K | 0.06% | 179 |
|
|
2025
Q1 | $2.43M | Sell |
23,547
-183
| -0.8% | -$18.9K | 0.07% | 167 |
|
|
2024
Q4 | $2.2M | Sell |
23,730
-2
| -0% | -$185 | 0.06% | 176 |
|
|
2024
Q3 | $2.47M | Sell |
23,732
-6,679
| -22% | -$694K | 0.07% | 175 |
|
|
2024
Q2 | $2.93M | Buy |
30,411
+727
| +2% | +$70K | 0.08% | 163 |
|
|
2024
Q1 | $2.95M | Sell |
29,684
-183
| -0.6% | -$18.2K | 0.09% | 152 |
|
|
2023
Q4 | $2.67M | Sell |
29,867
-21
| -0.1% | -$1.88K | 0.08% | 156 |
|
|
2023
Q3 | $2.4M | Sell |
29,888
-369
| -1% | -$29.6K | 0.08% | 157 |
|
|
2023
Q2 | $2.69M | Hold |
30,257
| – | – | 0.09% | 146 |
|
|
2023
Q1 | $2.55M | Sell |
30,257
-51
| -0.2% | -$4.3K | 0.09% | 148 |
|
|
2022
Q4 | $2.37M | Sell |
30,308
-793
| -3% | -$62.1K | 0.09% | 146 |
|
|
2022
Q3 | $1.98M | Buy |
31,101
+1,496
| +5% | +$95.4K | 0.07% | 165 |
|
|
2022
Q2 | $2.31M | Sell |
29,605
-261
| -0.9% | -$20.4K | 0.09% | 153 |
|
|
2022
Q1 | $2.3M | Sell |
29,866
-237
| -0.8% | -$18.2K | 0.07% | 159 |
|
|
2021
Q4 | $2.62M | Sell |
30,103
-601
| -2% | -$52.3K | 0.08% | 149 |
|
|
2021
Q3 | $2.53M | Buy |
30,704
+121
| +0.4% | +$9.96K | 0.08% | 143 |
|
|
2021
Q2 | $2.5M | Sell |
30,583
-209
| -0.7% | -$17.1K | 0.08% | 145 |
|
|
2021
Q1 | $2.11M | Sell |
30,792
-4,235
| -12% | -$290K | 0.07% | 165 |
|
|
2020
Q4 | $2.37M | Sell |
35,027
-212
| -0.6% | -$14.3K | 0.08% | 148 |
|
|
2020
Q3 | $2.2M | Sell |
35,239
-960
| -3% | -$59.9K | 0.09% | 140 |
|
|
2020
Q2 | $2.06M | Buy |
+36,199
| New | +$2.06M | 0.09% | 144 |
|