Greenleaf 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 | $884K | Sell |
8,925
-2,904
| -25% | -$288K | 0.01% | 347 |
|
|
2025
Q1 | $1.22M | Buy |
11,829
+1,348
| +13% | +$139K | 0.01% | 278 |
|
|
2024
Q4 | $971K | Buy |
10,481
+333
| +3% | +$30.8K | 0.01% | 331 |
|
|
2024
Q3 | $1.05M | Sell |
10,148
-326
| -3% | -$33.9K | 0.01% | 320 |
|
|
2024
Q2 | $1.01M | Buy |
10,474
+594
| +6% | +$57.2K | 0.01% | 298 |
|
|
2024
Q1 | $981K | Buy |
9,880
+415
| +4% | +$41.2K | 0.01% | 305 |
|
|
2023
Q4 | $847K | Buy |
9,465
+433
| +5% | +$38.7K | 0.01% | 320 |
|
|
2023
Q3 | $725K | Sell |
9,032
-54
| -0.6% | -$4.34K | 0.01% | 333 |
|
|
2023
Q2 | $809K | Sell |
9,086
-243
| -3% | -$21.6K | 0.01% | 326 |
|
|
2023
Q1 | $787K | Buy |
9,329
+546
| +6% | +$46.1K | 0.01% | 329 |
|
|
2022
Q4 | $688K | Sell |
8,783
-26,780
| -75% | -$2.1M | 0.01% | 356 |
|
|
2022
Q3 | $2.27M | Buy |
35,563
+29,166
| +456% | +$1.86M | 0.03% | 133 |
|
|
2022
Q2 | $452K | Buy |
6,397
+1,232
| +24% | +$87.1K | 0.01% | 434 |
|
|
2022
Q1 | $397K | Buy |
5,165
+8
| +0.2% | +$615 | ﹤0.01% | 491 |
|
|
2021
Q4 | $449K | Buy |
5,157
+316
| +7% | +$27.5K | 0.01% | 450 |
|
|
2021
Q3 | $398K | Buy |
4,841
+266
| +6% | +$21.9K | ﹤0.01% | 476 |
|
|
2021
Q2 | $374K | Buy |
4,575
+278
| +6% | +$22.7K | ﹤0.01% | 492 |
|
|
2021
Q1 | $294K | Buy |
4,297
+1,289
| +43% | +$88.2K | ﹤0.01% | 555 |
|
|
2020
Q4 | $203K | Buy |
+3,008
| New | +$203K | ﹤0.01% | 599 |
|