CNBTD
Citizens National Bank Trust Department’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
1,610
-346
| -18% | -$34.3K | 0.03% | 174 |
|
|
2025
Q1 | $202K | Sell |
1,956
-5
| -0.3% | -$516 | 0.04% | 169 |
|
|
2024
Q4 | $182K | Hold |
1,961
| – | – | 0.04% | 170 |
|
|
2024
Q3 | $204K | Hold |
1,961
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $189K | Buy |
1,961
+336
| +21% | +$32.3K | 0.04% | 166 |
|
|
2024
Q1 | $161K | Hold |
1,625
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $145K | Hold |
1,625
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $131K | Hold |
1,625
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $145K | Hold |
1,625
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $137K | Hold |
1,625
| – | – | 0.04% | 159 |
|
|
2022
Q4 | $127K | Hold |
1,625
| – | – | 0.04% | 163 |
|
|
2022
Q3 | $104K | Hold |
1,625
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $115K | Buy |
1,625
+375
| +30% | +$26.5K | 0.03% | 161 |
|
|
2022
Q1 | $91K | Hold |
1,250
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $109K | Buy |
+1,250
| New | +$109K | 0.04% | 152 |
|
|
2021
Q3 | – | Sell |
-2,625
| Closed | -$215K | – | 141 |
|
|
2021
Q2 | $215K | Buy |
+2,625
| New | +$215K | 0.06% | 135 |
|