Colonial 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 | $263K | Sell |
2,655
-10
| -0.4% | -$990 | 0.04% | 256 |
|
|
2025
Q1 | $275K | Sell |
2,665
-11
| -0.4% | -$1.14K | 0.04% | 238 |
|
|
2024
Q4 | $248K | Sell |
2,676
-93
| -3% | -$8.61K | 0.04% | 262 |
|
|
2024
Q3 | $288K | Buy |
2,769
+10
| +0.4% | +$1.04K | 0.04% | 242 |
|
|
2024
Q2 | $266K | Hold |
2,759
| – | – | 0.05% | 229 |
|
|
2024
Q1 | $274K | Sell |
2,759
-142
| -5% | -$14.1K | 0.05% | 229 |
|
|
2023
Q4 | $260K | Buy |
2,901
+925
| +47% | +$82.8K | 0.05% | 222 |
|
|
2023
Q3 | $159K | Hold |
1,976
| – | – | 0.04% | 269 |
|
|
2023
Q2 | $176K | Buy |
1,976
+170
| +9% | +$15.1K | 0.04% | 246 |
|
|
2023
Q1 | $152K | Sell |
1,806
-36
| -2% | -$3.04K | 0.04% | 268 |
|
|
2022
Q4 | $144K | Sell |
1,842
-879
| -32% | -$68.8K | 0.04% | 251 |
|
|
2022
Q3 | $174K | Buy |
+2,721
| New | +$174K | 0.06% | 206 |
|