First National Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $652K | Sell |
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|
2020
Q2 | $924K | Buy |
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