First United 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 | $27.2K | Hold |
275
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $28.4K | Sell |
275
-25
| -8% | -$2.58K | 0.01% | 260 |
|
|
2024
Q4 | $27.8K | Sell |
300
-25
| -8% | -$2.32K | 0.01% | 260 |
|
|
2024
Q3 | $33.8K | Sell |
325
-432
| -57% | -$44.9K | 0.01% | 248 |
|
|
2024
Q2 | $72.9K | Hold |
757
| – | – | 0.03% | 203 |
|
|
2024
Q1 | $75.1K | Hold |
757
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $67.7K | Buy |
+757
| New | +$67.7K | 0.03% | 216 |
|