Grove Bank & 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 | $94.9K | Hold |
958
| – | – | 0.01% | 343 |
|
|
2025
Q1 | $98.9K | Sell |
958
-959
| -50% | -$99K | 0.01% | 322 |
|
|
2024
Q4 | $178K | Buy |
1,917
+39
| +2% | +$3.61K | 0.02% | 230 |
|
|
2024
Q3 | $195K | Buy |
1,878
+35
| +2% | +$3.64K | 0.03% | 223 |
|
|
2024
Q2 | $177K | Hold |
1,843
| – | – | 0.03% | 233 |
|
|
2024
Q1 | $183K | Hold |
1,843
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $165K | Sell |
1,843
-230
| -11% | -$20.6K | 0.03% | 235 |
|
|
2023
Q3 | $166K | Hold |
2,073
| – | – | 0.03% | 232 |
|
|
2023
Q2 | $185K | Hold |
2,073
| – | – | 0.04% | 223 |
|
|
2023
Q1 | $175K | Hold |
2,073
| – | – | 0.04% | 224 |
|
|
2022
Q4 | $162K | Buy |
+2,073
| New | +$162K | 0.04% | 227 |
|
|
2022
Q1 | – | Sell |
-2,335
| Closed | -$204K | – | 239 |
|
|
2021
Q4 | $204K | Buy |
+2,335
| New | +$204K | 0.04% | 232 |
|