CNB 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 | $30K | Buy |
303
+11
| +4% | +$1.09K | 0.01% | 290 |
|
|
2025
Q1 | $30.1K | Hold |
292
| – | – | 0.02% | 279 |
|
|
2024
Q4 | $27K | Hold |
292
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $30.4K | Hold |
292
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $28.1K | Sell |
292
-137
| -32% | -$13.2K | 0.01% | 304 |
|
|
2024
Q1 | $42.6K | Hold |
429
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $38.4K | Hold |
429
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $34.5K | Buy |
429
+192
| +81% | +$15.4K | 0.02% | 269 |
|
|
2023
Q2 | $21.1K | Hold |
237
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $20K | Hold |
237
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $18.6K | Hold |
237
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $15K | Hold |
237
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $17K | Hold |
237
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $18K | Sell |
237
-50
| -17% | -$3.8K | 0.01% | 292 |
|
|
2021
Q4 | $25K | Sell |
287
-40
| -12% | -$3.48K | 0.01% | 273 |
|
|
2021
Q3 | $27K | Sell |
327
-30
| -8% | -$2.48K | 0.02% | 273 |
|
|
2021
Q2 | $29K | Hold |
357
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $24K | Hold |
357
| – | – | 0.02% | 274 |
|
|
2020
Q4 | $24K | Hold |
357
| – | – | 0.02% | 273 |
|
|
2020
Q3 | $22K | Sell |
357
-139
| -28% | -$8.57K | 0.02% | 267 |
|
|
2020
Q2 | $28K | Buy |
+496
| New | +$28K | 0.02% | 251 |
|