BOK Financial Private Wealth’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 | $7.92K | Hold |
80
| – | – | ﹤0.01% | 371 |
|
|
2025
Q1 | $8.26K | Sell |
80
-108
| -57% | -$11.1K | ﹤0.01% | 396 |
|
|
2024
Q4 | $17.4K | Buy |
188
+88
| +88% | +$8.15K | ﹤0.01% | 339 |
|
|
2024
Q3 | $10.4K | Buy |
+100
| New | +$10.4K | ﹤0.01% | 391 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$32K | – | 376 |
|
|
2022
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 269 |
|