FineMark National Bank & Trust’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 | $868K | Buy |
8,770
+19
| +0.2% | +$1.88K | 0.03% | 235 |
|
|
2025
Q1 | $903K | Buy |
8,751
+100
| +1% | +$10.3K | 0.03% | 222 |
|
|
2024
Q4 | $801K | Hold |
8,651
| – | – | 0.03% | 230 |
|
|
2024
Q3 | $899K | Hold |
8,651
| – | – | 0.03% | 223 |
|
|
2024
Q2 | $833K | Sell |
8,651
-610
| -7% | -$58.7K | 0.03% | 215 |
|
|
2024
Q1 | $919K | Hold |
9,261
| – | – | 0.03% | 218 |
|
|
2023
Q4 | $829K | Sell |
9,261
-23
| -0.2% | -$2.06K | 0.03% | 222 |
|
|
2023
Q3 | $746K | Buy |
9,284
+3
| +0% | +$241 | 0.03% | 226 |
|
|
2023
Q2 | $826K | Buy |
9,281
+804
| +9% | +$71.6K | 0.03% | 218 |
|
|
2023
Q1 | $715K | Buy |
8,477
+142
| +2% | +$12K | 0.03% | 227 |
|
|
2022
Q4 | $653K | Sell |
8,335
-1,090
| -12% | -$85.4K | 0.03% | 232 |
|
|
2022
Q3 | $601K | Sell |
9,425
-87
| -0.9% | -$5.55K | 0.03% | 233 |
|
|
2022
Q2 | $672K | Buy |
9,512
+76
| +0.8% | +$5.37K | 0.03% | 238 |
|
|
2022
Q1 | $726K | Buy |
9,436
+20
| +0.2% | +$1.54K | 0.03% | 244 |
|
|
2021
Q4 | $820K | Sell |
9,416
-151
| -2% | -$13.2K | 0.03% | 236 |
|
|
2021
Q3 | $787K | Sell |
9,567
-286
| -3% | -$23.5K | 0.03% | 229 |
|
|
2021
Q2 | $806K | Buy |
9,853
+234
| +2% | +$19.1K | 0.03% | 238 |
|
|
2021
Q1 | $658K | Buy |
9,619
+28
| +0.3% | +$1.92K | 0.03% | 252 |
|
|
2020
Q4 | $648K | Buy |
+9,591
| New | +$648K | 0.03% | 237 |
|
|
2020
Q3 | – | Sell |
-3,751
| Closed | -$213K | – | 391 |
|
|
2020
Q2 | $213K | Buy |
+3,751
| New | +$213K | 0.01% | 343 |
|