Glenview 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 | $696K | Sell |
7,024
-392
| -5% | -$38.8K | 0.01% | 327 |
|
|
2025
Q1 | $765K | Sell |
7,416
-979
| -12% | -$101K | 0.01% | 295 |
|
|
2024
Q4 | $777K | Hold |
8,395
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $873K | Sell |
8,395
-175
| -2% | -$18.2K | 0.02% | 285 |
|
|
2024
Q2 | $825K | Sell |
8,570
-65
| -0.8% | -$6.26K | 0.02% | 275 |
|
|
2024
Q1 | $857K | Sell |
8,635
-59
| -0.7% | -$5.86K | 0.02% | 273 |
|
|
2023
Q4 | $778K | Sell |
8,694
-955
| -10% | -$85.4K | 0.02% | 274 |
|
|
2023
Q3 | $775K | Buy |
9,649
+811
| +9% | +$65.1K | 0.02% | 253 |
|
|
2023
Q2 | $787K | Sell |
8,838
-230
| -3% | -$20.5K | 0.02% | 261 |
|
|
2023
Q1 | $765K | Sell |
9,068
-23
| -0.3% | -$1.94K | 0.02% | 257 |
|
|
2022
Q4 | $712K | Sell |
9,091
-26
| -0.3% | -$2.04K | 0.02% | 262 |
|
|
2022
Q3 | $581K | Hold |
9,117
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $645K | Sell |
9,117
-171
| -2% | -$12.1K | 0.02% | 243 |
|
|
2022
Q1 | $714K | Sell |
9,288
-1,460
| -14% | -$112K | 0.02% | 243 |
|
|
2021
Q4 | $936K | Sell |
10,748
-253
| -2% | -$22K | 0.03% | 208 |
|
|
2021
Q3 | $905K | Sell |
11,001
-391
| -3% | -$32.2K | 0.04% | 203 |
|
|
2021
Q2 | $932K | Sell |
11,392
-399
| -3% | -$32.6K | 0.04% | 197 |
|
|
2021
Q1 | $807K | Sell |
11,791
-953
| -7% | -$65.2K | 0.03% | 199 |
|
|
2020
Q4 | $861K | Sell |
12,744
-729
| -5% | -$49.3K | 0.04% | 189 |
|
|
2020
Q3 | $841K | Sell |
13,473
-2,303
| -15% | -$144K | 0.04% | 187 |
|
|
2020
Q2 | $897K | Buy |
+15,776
| New | +$897K | 0.05% | 180 |
|