Blue Trust Inc’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 | $142K | Sell |
1,431
-1,024
| -42% | -$101K | ﹤0.01% | 897 |
|
|
2025
Q1 | $253K | Buy |
2,455
+220
| +10% | +$22.7K | ﹤0.01% | 625 |
|
|
2024
Q4 | $207K | Sell |
2,235
-872
| -28% | -$80.7K | ﹤0.01% | 642 |
|
|
2024
Q3 | $299K | Buy |
3,107
+1,771
| +133% | +$170K | ﹤0.01% | 679 |
|
|
2024
Q2 | $133K | Buy |
1,336
+706
| +112% | +$70.1K | ﹤0.01% | 856 |
|
|
2024
Q1 | $62.5K | Sell |
630
-891
| -59% | -$88.4K | ﹤0.01% | 846 |
|
|
2023
Q4 | $123K | Buy |
1,521
+668
| +78% | +$54K | ﹤0.01% | 604 |
|
|
2023
Q3 | $76K | Buy |
853
+321
| +60% | +$28.6K | ﹤0.01% | 708 |
|
|
2023
Q2 | $45K | Sell |
532
-1,806
| -77% | -$153K | ﹤0.01% | 732 |
|
|
2023
Q1 | $183K | Buy |
2,338
+31
| +1% | +$2.43K | ﹤0.01% | 575 |
|
|
2022
Q4 | $147K | Buy |
2,307
+1,036
| +82% | +$66K | ﹤0.01% | 558 |
|
|
2022
Q3 | $90K | Buy |
1,271
+29
| +2% | +$2.05K | ﹤0.01% | 564 |
|
|
2022
Q2 | $96K | Buy |
+1,242
| New | +$96K | ﹤0.01% | 509 |
|