Glenview 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
$638K Sell
2025
Q2
$696K Sell
2025
Q1
$765K Sell
2024
Q4
$777K Hold
2024
Q3
$873K Sell
2024
Q2
$825K Sell
2024
Q1
$857K Sell
2023
Q4
$778K Sell
2023
Q3
$775K Buy
2023
Q2
$787K Sell
2023
Q1
$765K Sell
2022
Q4
$712K Sell
2022
Q3
$581K Hold
2022
Q2
$645K Sell
2022
Q1
$714K Sell
2021
Q4
$936K Sell
2021
Q3
$905K Sell
2021
Q2
$932K Sell
2021
Q1
$807K Sell
2020
Q4
$861K Sell
2020
Q3
$841K Sell
2020
Q2
$897K Buy