Bangor Savings 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 | $126K | Buy |
1,272
+100
| +9% | +$9.9K | 0.01% | 229 |
|
|
2025
Q1 | $121K | Hold |
1,172
| – | – | 0.01% | 231 |
|
|
2024
Q4 | $109K | Hold |
1,172
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $122K | Sell |
1,172
-23
| -2% | -$2.39K | 0.01% | 233 |
|
|
2024
Q2 | $115K | Buy |
1,195
+21
| +2% | +$2.02K | 0.01% | 229 |
|
|
2024
Q1 | $117K | Sell |
1,174
-325
| -22% | -$32.3K | 0.01% | 231 |
|
|
2023
Q4 | $134K | Hold |
1,499
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $120K | Sell |
1,499
-78
| -5% | -$6.26K | 0.01% | 228 |
|
|
2023
Q2 | $140K | Sell |
1,577
-65
| -4% | -$5.79K | 0.02% | 220 |
|
|
2023
Q1 | $139K | Hold |
1,642
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $129K | Sell |
1,642
-88
| -5% | -$6.91K | 0.02% | 224 |
|
|
2022
Q3 | $111K | Sell |
1,730
-500
| -22% | -$32.1K | 0.01% | 235 |
|
|
2022
Q2 | $158K | Buy |
+2,230
| New | +$158K | 0.02% | 214 |
|