Field & Main 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 | $848K | Sell |
8,562
-140
| -2% | -$13.9K | 0.28% | 76 |
|
|
2025
Q1 | $898K | Sell |
8,702
-170
| -2% | -$17.5K | 0.32% | 74 |
|
|
2024
Q4 | $822K | Sell |
8,872
-11
| -0.1% | -$1.02K | 0.29% | 75 |
|
|
2024
Q3 | $923K | Sell |
8,883
-242
| -3% | -$25.2K | 0.33% | 74 |
|
|
2024
Q2 | $878K | Sell |
9,125
-685
| -7% | -$65.9K | 0.33% | 72 |
|
|
2024
Q1 | $974K | Sell |
9,810
-27
| -0.3% | -$2.68K | 0.38% | 69 |
|
|
2023
Q4 | $880K | Sell |
9,837
-92
| -0.9% | -$8.23K | 0.37% | 68 |
|
|
2023
Q3 | $797K | Buy |
9,929
+1,493
| +18% | +$120K | 0.37% | 70 |
|
|
2023
Q2 | $751K | Sell |
8,436
-207
| -2% | -$18.4K | 0.42% | 67 |
|
|
2023
Q1 | $729K | Buy |
8,643
+419
| +5% | +$35.4K | 0.44% | 67 |
|
|
2022
Q4 | $644K | Sell |
8,224
-120
| -1% | -$9.4K | 0.42% | 72 |
|
|
2022
Q3 | $532K | Sell |
8,344
-470
| -5% | -$30K | 0.36% | 79 |
|
|
2022
Q2 | $623K | Buy |
8,814
+443
| +5% | +$31.3K | 0.4% | 74 |
|
|
2022
Q1 | $644K | Sell |
8,371
-502
| -6% | -$38.6K | 0.39% | 73 |
|
|
2021
Q4 | $772K | Buy |
8,873
+305
| +4% | +$26.5K | 0.45% | 63 |
|
|
2021
Q3 | $705K | Sell |
8,568
-552
| -6% | -$45.4K | 0.46% | 67 |
|
|
2021
Q2 | $746K | Buy |
9,120
+225
| +3% | +$18.4K | 0.48% | 66 |
|
|
2021
Q1 | $609K | Buy |
8,895
+610
| +7% | +$41.8K | 0.44% | 71 |
|
|
2020
Q4 | $560K | Sell |
8,285
-291
| -3% | -$19.7K | 0.42% | 71 |
|
|
2020
Q3 | $535K | Sell |
8,576
-1,119
| -12% | -$69.8K | 0.41% | 70 |
|
|
2020
Q2 | $551K | Buy |
+9,695
| New | +$551K | 0.47% | 62 |
|