Fulton Bank’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,062
| Closed | -$274K | – | 632 |
|
|
2023
Q4 | $274K | Sell |
3,062
-479
| -14% | -$42.9K | 0.01% | 504 |
|
|
2023
Q3 | $284K | Sell |
3,541
-324
| -8% | -$26K | 0.01% | 464 |
|
|
2023
Q2 | $344K | Sell |
3,865
-58
| -1% | -$5.16K | 0.02% | 416 |
|
|
2023
Q1 | $331K | Sell |
3,923
-445
| -10% | -$37.6K | 0.02% | 409 |
|
|
2022
Q4 | $342K | Sell |
4,368
-1,158
| -21% | -$90.7K | 0.02% | 379 |
|
|
2022
Q3 | $353K | Buy |
5,526
+358
| +7% | +$22.9K | 0.02% | 350 |
|
|
2022
Q2 | $365K | Sell |
5,168
-439
| -8% | -$31K | 0.02% | 350 |
|
|
2022
Q1 | $431K | Buy |
5,607
+19
| +0.3% | +$1.46K | 0.02% | 346 |
|
|
2021
Q4 | $486K | Buy |
5,588
+7
| +0.1% | +$609 | 0.02% | 338 |
|
|
2021
Q3 | $459K | Buy |
5,581
+81
| +1% | +$6.66K | 0.02% | 338 |
|
|
2021
Q2 | $450K | Sell |
5,500
-144
| -3% | -$11.8K | 0.02% | 325 |
|
|
2021
Q1 | $386K | Buy |
5,644
+1,633
| +41% | +$112K | 0.02% | 334 |
|
|
2020
Q4 | $271K | Sell |
4,011
-41
| -1% | -$2.77K | 0.01% | 372 |
|
|
2020
Q3 | $253K | Sell |
4,052
-176
| -4% | -$11K | 0.02% | 360 |
|
|
2020
Q2 | $240K | Buy |
+4,228
| New | +$240K | 0.02% | 351 |
|