Arrow Financial’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 | $205K | Hold |
2,075
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $214K | Buy |
+2,075
| New | +$214K | 0.02% | 153 |
|
|
2024
Q4 | – | Sell |
-2,075
| Closed | -$216K | – | 278 |
|
|
2024
Q3 | $216K | Hold |
2,075
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $200K | Sell |
2,075
-17
| -0.8% | -$1.64K | 0.02% | 165 |
|
|
2024
Q1 | $208K | Sell |
2,092
-17
| -0.8% | -$1.69K | 0.02% | 162 |
|
|
2023
Q4 | $189K | Sell |
2,109
-262
| -11% | -$23.4K | 0.02% | 162 |
|
|
2023
Q3 | $190K | Buy |
2,371
+200
| +9% | +$16.1K | 0.02% | 163 |
|
|
2023
Q2 | $193K | Hold |
2,171
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $183K | Sell |
2,171
-200
| -8% | -$16.9K | 0.02% | 160 |
|
|
2022
Q4 | $186K | Sell |
2,371
-32
| -1% | -$2.51K | 0.03% | 157 |
|
|
2022
Q3 | $154K | Sell |
2,403
-15
| -0.6% | -$961 | 0.02% | 159 |
|
|
2022
Q2 | $171K | Hold |
2,418
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $186K | Sell |
2,418
-70
| -3% | -$5.39K | 0.02% | 162 |
|
|
2021
Q4 | $217K | Hold |
2,488
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $205K | Hold |
2,488
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $203K | Sell |
2,488
-237
| -9% | -$19.3K | 0.03% | 164 |
|
|
2021
Q1 | $187K | Sell |
2,725
-350
| -11% | -$24K | 0.02% | 168 |
|
|
2020
Q4 | $208K | Sell |
3,075
-566
| -16% | -$38.3K | 0.04% | 152 |
|
|
2020
Q3 | $228K | Sell |
3,641
-3,409
| -48% | -$213K | 0.05% | 143 |
|
|
2020
Q2 | $401K | Buy |
+7,050
| New | +$401K | 0.09% | 124 |
|