Farmers National 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 | $339K | Hold |
3,420
| – | – | 0.09% | 134 |
|
2025
Q1 | $353K | Sell |
3,420
-9
| -0.3% | -$929 | 0.1% | 132 |
|
2024
Q4 | $318K | Buy |
+3,429
| New | +$318K | 0.09% | 132 |
|
2024
Q2 | $327K | Hold |
3,395
| – | – | 0.1% | 131 |
|
2024
Q1 | $337K | Hold |
3,395
| – | – | 0.1% | 129 |
|
2023
Q4 | $304K | Sell |
3,395
-6
| -0.2% | -$537 | 0.1% | 127 |
|
2023
Q3 | $273K | Buy |
3,401
+6
| +0.2% | +$482 | 0.09% | 129 |
|
2023
Q2 | $302K | Sell |
3,395
-26
| -0.8% | -$2.31K | 0.1% | 129 |
|
2023
Q1 | $289K | Sell |
3,421
-109
| -3% | -$9.2K | 0.1% | 129 |
|
2022
Q4 | $276K | Hold |
3,530
| – | – | 0.1% | 137 |
|
2022
Q3 | $225K | Hold |
3,530
| – | – | 0.09% | 136 |
|
2022
Q2 | $249K | Hold |
3,530
| – | – | 0.09% | 131 |
|
2022
Q1 | $272K | Hold |
3,530
| – | – | 0.09% | 126 |
|
2021
Q4 | $307K | Sell |
3,530
-95
| -3% | -$8.27K | 0.1% | 125 |
|
2021
Q3 | $245K | Buy |
+3,625
| New | +$245K | 0.1% | 124 |
|
2021
Q2 | – | Sell |
-3,595
| Closed | -$246K | – | 95 |
|
2021
Q1 | $246K | Sell |
3,595
-30
| -0.8% | -$2.05K | 0.09% | 133 |
|
2020
Q4 | $245K | Buy |
+3,625
| New | +$245K | 0.1% | 124 |
|