Dorsey & Whitney 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 | $662K | Sell |
6,684
-261
| -4% | -$25.8K | 0.04% | 358 |
|
|
2025
Q1 | $717K | Hold |
6,945
| – | – | 0.04% | 327 |
|
|
2024
Q4 | $643K | Buy |
6,945
+114
| +2% | +$10.6K | 0.04% | 344 |
|
|
2024
Q3 | $710K | Buy |
6,831
+4,377
| +178% | +$455K | 0.04% | 330 |
|
|
2024
Q2 | $236K | Buy |
2,454
+10
| +0.4% | +$963 | 0.02% | 545 |
|
|
2024
Q1 | $243K | Buy |
2,444
+80
| +3% | +$7.94K | 0.02% | 542 |
|
|
2023
Q4 | $212K | Buy |
+2,364
| New | +$212K | 0.02% | 565 |
|
|
2021
Q1 | – | Sell |
-3,187
| Closed | -$216K | – | 534 |
|
|
2020
Q4 | $216K | Buy |
+3,187
| New | +$216K | 0.03% | 426 |
|