City State Bank’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 | $75K | Hold |
757
| – | – | 0.02% | 295 |
|
|
2025
Q1 | $78.1K | Buy |
757
+100
| +15% | +$10.3K | 0.03% | 288 |
|
|
2024
Q4 | $60.8K | Sell |
657
-91
| -12% | -$8.43K | 0.02% | 302 |
|
|
2024
Q3 | $77.7K | Sell |
748
-17
| -2% | -$1.77K | 0.03% | 279 |
|
|
2024
Q2 | $73.6K | Sell |
765
-283
| -27% | -$27.2K | 0.03% | 276 |
|
|
2024
Q1 | $104K | Sell |
1,048
-34
| -3% | -$3.37K | 0.05% | 242 |
|
|
2023
Q4 | $97K | Sell |
1,082
-35
| -3% | -$3.14K | 0.05% | 235 |
|
|
2023
Q3 | $90K | Sell |
1,117
-17
| -1% | -$1.37K | 0.05% | 234 |
|
|
2023
Q2 | $101K | Sell |
1,134
-9
| -0.8% | -$802 | 0.05% | 226 |
|
|
2023
Q1 | $96K | Sell |
1,143
-136
| -11% | -$11.4K | 0.05% | 229 |
|
|
2022
Q4 | $100K | Sell |
1,279
-25
| -2% | -$1.96K | 0.06% | 216 |
|
|
2022
Q3 | $83K | Sell |
1,304
-13
| -1% | -$827 | 0.06% | 217 |
|
|
2022
Q2 | $93K | Hold |
1,317
| – | – | 0.06% | 212 |
|
|
2022
Q1 | $101K | Hold |
1,317
| – | – | 0.06% | 216 |
|
|
2021
Q4 | $115K | Buy |
+1,317
| New | +$115K | 0.07% | 213 |
|