CNBT
Canandaigua National Bank & Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
23,718
-169
| -0.7% | -$16.7K | 0.22% | 101 |
|
|
2025
Q1 | $2.47M | Sell |
23,887
-1,794
| -7% | -$185K | 0.25% | 92 |
|
|
2024
Q4 | $2.38M | Sell |
25,681
-99
| -0.4% | -$9.17K | 0.23% | 97 |
|
|
2024
Q3 | $2.68M | Sell |
25,780
-2,058
| -7% | -$214K | 0.25% | 94 |
|
|
2024
Q2 | $2.68M | Sell |
27,838
-77
| -0.3% | -$7.41K | 0.29% | 85 |
|
|
2024
Q1 | $2.77M | Buy |
27,915
+156
| +0.6% | +$15.5K | 0.41% | 74 |
|
|
2023
Q4 | $2.48M | Sell |
27,759
-256
| -0.9% | -$22.9K | 0.38% | 67 |
|
|
2023
Q3 | $2.25M | Sell |
28,015
-125
| -0.4% | -$10K | 0.36% | 75 |
|
|
2023
Q2 | $2.5M | Sell |
28,140
-551
| -2% | -$49K | 0.41% | 69 |
|
|
2023
Q1 | $2.42M | Buy |
+28,691
| New | +$2.42M | 0.41% | 70 |
|