FT
Fiduciary Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
33,057
-5,328
| -14% | -$528K | 0.04% | 214 |
|
|
2025
Q1 | $3.96M | Sell |
38,385
-1,882
| -5% | -$194K | 0.05% | 196 |
|
|
2024
Q4 | $3.73M | Buy |
40,267
+719
| +2% | +$66.6K | 0.05% | 197 |
|
|
2024
Q3 | $4.11M | Sell |
39,548
-3,098
| -7% | -$322K | 0.06% | 187 |
|
|
2024
Q2 | $4.11M | Sell |
42,646
-629
| -1% | -$60.5K | 0.06% | 178 |
|
|
2024
Q1 | $4.3M | Buy |
43,275
+1,432
| +3% | +$142K | 0.07% | 167 |
|
|
2023
Q4 | $3.74M | Sell |
41,843
-919
| -2% | -$82.2K | 0.06% | 178 |
|
|
2023
Q3 | $3.43M | Sell |
42,762
-4,261
| -9% | -$342K | 0.06% | 177 |
|
|
2023
Q2 | $4.19M | Sell |
47,023
-1,590
| -3% | -$142K | 0.07% | 159 |
|
|
2023
Q1 | $4.1M | Sell |
48,613
-1,435
| -3% | -$121K | 0.08% | 163 |
|
|
2022
Q4 | $3.92M | Sell |
50,048
-1,941
| -4% | -$152K | 0.08% | 173 |
|
|
2022
Q3 | $3.32M | Sell |
51,989
-1,464
| -3% | -$93.4K | 0.07% | 178 |
|
|
2022
Q2 | $3.78M | Sell |
53,453
-6,193
| -10% | -$438K | 0.08% | 169 |
|
|
2022
Q1 | $4.59M | Sell |
59,646
-3,814
| -6% | -$294K | 0.08% | 169 |
|
|
2021
Q4 | $5.53M | Sell |
63,460
-1,373
| -2% | -$120K | 0.09% | 161 |
|
|
2021
Q3 | $5.33M | Sell |
64,833
-6,008
| -8% | -$494K | 0.09% | 160 |
|
|
2021
Q2 | $5.79M | Sell |
70,841
-1,833
| -3% | -$150K | 0.11% | 153 |
|
|
2021
Q1 | $4.97M | Sell |
72,674
-4,799
| -6% | -$328K | 0.1% | 156 |
|
|
2020
Q4 | $5.23M | Sell |
77,473
-4,762
| -6% | -$322K | 0.11% | 145 |
|
|
2020
Q3 | $5.13M | Sell |
82,235
-13,621
| -14% | -$850K | 0.12% | 134 |
|
|
2020
Q2 | $5.45M | Buy |
+95,856
| New | +$5.45M | 0.13% | 128 |
|