Citizens National Bank Trust Department’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $182K | Hold |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $161K | Hold |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
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