Chicago Trust’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 | $289K | Sell |
2,919
-29
| -1% | -$2.87K | 0.04% | 333 |
|
|
2025
Q1 | $304K | Sell |
2,948
-480
| -14% | -$49.5K | 0.05% | 279 |
|
|
2024
Q4 | $317K | Buy |
3,428
+750
| +28% | +$69.5K | 0.06% | 258 |
|
|
2024
Q3 | $278K | Buy |
2,678
+475
| +22% | +$49.4K | 0.05% | 294 |
|
|
2024
Q2 | $212K | Sell |
2,203
-480
| -18% | -$46.2K | 0.04% | 292 |
|
|
2024
Q1 | $266K | Buy |
2,683
+25
| +0.9% | +$2.48K | 0.06% | 248 |
|
|
2023
Q4 | $238K | Sell |
2,658
-814
| -23% | -$72.8K | 0.05% | 254 |
|
|
2023
Q3 | $279K | Sell |
3,472
-372
| -10% | -$29.9K | 0.07% | 231 |
|
|
2023
Q2 | $342K | Sell |
3,844
-17
| -0.4% | -$1.51K | 0.08% | 215 |
|
|
2023
Q1 | $326K | Buy |
3,861
+392
| +11% | +$33.1K | 0.08% | 215 |
|
|
2022
Q4 | $271K | Buy |
3,469
+104
| +3% | +$8.13K | 0.07% | 243 |
|
|
2022
Q3 | $215K | Sell |
3,365
-34
| -1% | -$2.17K | 0.06% | 281 |
|
|
2022
Q2 | $240K | Buy |
3,399
+516
| +18% | +$36.4K | 0.06% | 264 |
|
|
2022
Q1 | $222K | Sell |
2,883
-33
| -1% | -$2.54K | 0.05% | 308 |
|
|
2021
Q4 | $254K | Buy |
+2,916
| New | +$254K | 0.05% | 291 |
|