First Western Trust 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 | $491K | Hold |
4,958
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $512K | Buy |
4,958
+8
| +0.2% | +$826 | 0.02% | 115 |
|
|
2024
Q4 | $458K | Buy |
4,950
+1,180
| +31% | +$109K | 0.02% | 125 |
|
|
2024
Q3 | $392K | Sell |
3,770
-5
| -0.1% | -$520 | 0.02% | 143 |
|
|
2024
Q2 | $363K | Sell |
3,775
-125
| -3% | -$12K | 0.02% | 139 |
|
|
2024
Q1 | $387K | Sell |
3,900
-37
| -0.9% | -$3.67K | 0.02% | 142 |
|
|
2023
Q4 | $352K | Sell |
3,937
-150
| -4% | -$13.4K | 0.02% | 151 |
|
|
2023
Q3 | $328K | Sell |
4,087
-172
| -4% | -$13.8K | 0.02% | 141 |
|
|
2023
Q2 | $379K | Sell |
4,259
-2
| -0% | -$178 | 0.02% | 140 |
|
|
2023
Q1 | $360K | Buy |
4,261
+5
| +0.1% | +$422 | 0.02% | 146 |
|
|
2022
Q4 | $333K | Buy |
4,256
+13
| +0.3% | +$1.02K | 0.02% | 146 |
|
|
2022
Q3 | $271K | Hold |
4,243
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $296K | Sell |
4,243
-1
| -0% | -$70 | 0.02% | 142 |
|
|
2022
Q1 | $330K | Buy |
+4,244
| New | +$330K | 0.02% | 151 |
|