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Farmers Trust Company’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Hold
2,417
0.04% 178
2025
Q1
$249K Sell
2,417
-33
-1% -$3.41K 0.05% 170
2024
Q4
$227K Sell
2,450
-13
-0.5% -$1.2K 0.04% 178
2024
Q3
$256K Buy
2,463
+13
+0.5% +$1.35K 0.05% 169
2024
Q2
$236K Hold
2,450
0.05% 163
2024
Q1
$243K Hold
2,450
0.05% 159
2023
Q4
$219K Buy
+2,450
New +$219K 0.05% 160
2023
Q3
Sell
-2,700
Closed -$240K 160
2023
Q2
$240K Hold
2,700
0.05% 145
2023
Q1
$228K Sell
2,700
-25
-0.9% -$2.11K 0.05% 144
2022
Q4
$213K Buy
+2,725
New +$213K 0.05% 154
2022
Q3
Sell
-2,912
Closed -$206K 152
2022
Q2
$206K Buy
2,912
+80
+3% +$5.66K 0.05% 147
2022
Q1
$218K Sell
2,832
-120
-4% -$9.24K 0.05% 157
2021
Q4
$257K Sell
2,952
-5
-0.2% -$435 0.05% 144
2021
Q3
$244K Sell
2,957
-10
-0.3% -$825 0.05% 147
2021
Q2
$242K Sell
2,967
-57
-2% -$4.65K 0.05% 144
2021
Q1
$207K Sell
3,024
-250
-8% -$17.1K 0.05% 161
2020
Q4
$222K Hold
3,274
0.05% 146
2020
Q3
$204K Buy
+3,274
New +$204K 0.06% 142