Country Club 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 | $308K | Sell |
3,152
-75
| -2% | -$7.32K | 0.02% | 294 |
|
|
2025
Q1 | $330K | Hold |
3,227
| – | – | 0.02% | 284 |
|
|
2024
Q4 | $299K | Hold |
3,227
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $337K | Sell |
3,227
-95
| -3% | -$9.92K | 0.02% | 281 |
|
|
2024
Q2 | $319K | Sell |
3,322
-93
| -3% | -$8.93K | 0.02% | 273 |
|
|
2024
Q1 | $339K | Sell |
3,415
-255
| -7% | -$25.3K | 0.02% | 269 |
|
|
2023
Q4 | $329K | Sell |
3,670
-35
| -0.9% | -$3.14K | 0.02% | 265 |
|
|
2023
Q3 | $298K | Sell |
3,705
-721
| -16% | -$58K | 0.02% | 263 |
|
|
2023
Q2 | $392K | Sell |
4,426
-185
| -4% | -$16.4K | 0.03% | 247 |
|
|
2023
Q1 | $383K | Sell |
4,611
-205
| -4% | -$17K | 0.03% | 255 |
|
|
2022
Q4 | $377K | Sell |
4,816
-269
| -5% | -$21.1K | 0.03% | 242 |
|
|
2022
Q3 | $328K | Buy |
5,085
+53
| +1% | +$3.42K | 0.03% | 234 |
|
|
2022
Q2 | $351K | Sell |
5,032
-3,901
| -44% | -$272K | 0.03% | 224 |
|
|
2022
Q1 | $694K | Buy |
+8,933
| New | +$694K | 0.06% | 178 |
|