ET
Equitable Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
165,134
-17,648
| -10% | -$1.75M | 0.81% | 31 |
|
|
2025
Q1 | $18.9M | Sell |
182,782
-16,871
| -8% | -$1.74M | 1.04% | 21 |
|
|
2024
Q4 | $18.5M | Sell |
199,653
-24,093
| -11% | -$2.23M | 1.03% | 21 |
|
|
2024
Q3 | $23.3M | Sell |
223,746
-14,043
| -6% | -$1.46M | 1.49% | 12 |
|
|
2024
Q2 | $22.9M | Sell |
237,789
-6,531
| -3% | -$629K | 1.57% | 11 |
|
|
2024
Q1 | $24.3M | Sell |
244,320
-2,168
| -0.9% | -$215K | 1.68% | 13 |
|
|
2023
Q4 | $22.1M | Sell |
246,488
-5,199
| -2% | -$465K | 1.66% | 14 |
|
|
2023
Q3 | $20.2M | Buy |
251,687
+151
| +0.1% | +$12.1K | 1.67% | 14 |
|
|
2023
Q2 | $22.4M | Buy |
251,536
+2,129
| +0.9% | +$190K | 1.71% | 13 |
|
|
2023
Q1 | $21M | Sell |
249,407
-10,168
| -4% | -$858K | 1.66% | 13 |
|
|
2022
Q4 | $20.3M | Buy |
259,575
+77,696
| +43% | +$6.08M | 1.6% | 14 |
|
|
2022
Q3 | $11.6M | Buy |
181,879
+69,852
| +62% | +$4.46M | 0.97% | 23 |
|
|
2022
Q2 | $7.92M | Buy |
+112,027
| New | +$7.92M | 0.59% | 39 |
|