BTC Capital Management’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 | $5.75M | Buy |
58,158
+367
| +0.6% | +$36.3K | 0.47% | 64 |
|
|
2025
Q1 | $5.96M | Buy |
57,791
+466
| +0.8% | +$48.1K | 0.55% | 59 |
|
|
2024
Q4 | $5.3M | Sell |
57,325
-130
| -0.2% | -$12K | 0.49% | 65 |
|
|
2024
Q3 | $5.97M | Sell |
57,455
-322
| -0.6% | -$33.5K | 0.53% | 62 |
|
|
2024
Q2 | $5.56M | Sell |
57,777
-995
| -2% | -$95.8K | 0.52% | 62 |
|
|
2024
Q1 | $5.83M | Buy |
+58,772
| New | +$5.83M | 0.53% | 66 |
|
|
2023
Q3 | $4.44M | Buy |
55,294
+465
| +0.8% | +$37.3K | 0.51% | 71 |
|
|
2023
Q2 | $4.87M | Sell |
54,829
-1,554
| -3% | -$138K | 0.53% | 65 |
|
|
2023
Q1 | $4.76M | Buy |
56,383
+1,033
| +2% | +$87.2K | 0.55% | 66 |
|
|
2022
Q4 | $4.33M | Buy |
55,350
+2,267
| +4% | +$178K | 0.52% | 67 |
|
|
2022
Q3 | $3.38M | Buy |
53,083
+115
| +0.2% | +$7.32K | 0.44% | 78 |
|
|
2022
Q2 | $3.74M | Buy |
52,968
+2,149
| +4% | +$152K | 0.46% | 76 |
|
|
2022
Q1 | $3.92M | Buy |
50,819
+471
| +0.9% | +$36.3K | 0.39% | 81 |
|
|
2021
Q4 | $4.38M | Buy |
+50,348
| New | +$4.38M | 0.43% | 76 |
|