Greenleaf 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 | $808K | Sell |
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|
2025
Q2 | $884K | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $809K | Sell |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $688K | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $203K | Buy |
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