Hancock Whitney’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 | $416K | Buy |
4,205
+2,039
| +94% | +$202K | 0.01% | 599 |
|
|
2025
Q1 | $224K | Sell |
2,166
-46
| -2% | -$4.75K | 0.01% | 611 |
|
|
2024
Q4 | $205K | Sell |
2,212
-59
| -3% | -$5.46K | 0.01% | 611 |
|
|
2024
Q3 | $236K | Sell |
2,271
-346
| -13% | -$36K | 0.01% | 578 |
|
|
2024
Q2 | $252K | Buy |
2,617
+68
| +3% | +$6.55K | 0.01% | 548 |
|
|
2024
Q1 | $253K | Buy |
2,549
+111
| +5% | +$11K | 0.01% | 577 |
|
|
2023
Q4 | $218K | Sell |
2,438
-101
| -4% | -$9.04K | 0.01% | 608 |
|
|
2023
Q3 | $204K | Sell |
2,539
-563
| -18% | -$45.2K | 0.01% | 601 |
|
|
2023
Q2 | $276K | Buy |
3,102
+225
| +8% | +$20K | 0.01% | 548 |
|
|
2023
Q1 | $243K | Sell |
2,877
-121
| -4% | -$10.2K | 0.01% | 579 |
|
|
2022
Q4 | $235K | Buy |
+2,998
| New | +$235K | 0.01% | 576 |
|
|
2022
Q3 | – | Sell |
-3,049
| Closed | -$216K | – | 642 |
|
|
2022
Q2 | $216K | Buy |
3,049
+6
| +0.2% | +$425 | 0.01% | 604 |
|
|
2022
Q1 | $235K | Sell |
3,043
-66
| -2% | -$5.1K | 0.01% | 632 |
|
|
2021
Q4 | $271K | Sell |
3,109
-100
| -3% | -$8.72K | 0.01% | 609 |
|
|
2021
Q3 | $264K | Sell |
3,209
-9
| -0.3% | -$740 | 0.01% | 593 |
|
|
2021
Q2 | $263K | Buy |
3,218
+15
| +0.5% | +$1.23K | 0.01% | 708 |
|
|
2021
Q1 | $219K | Sell |
3,203
-48
| -1% | -$3.28K | 0.01% | 722 |
|
|
2020
Q4 | $219K | Sell |
3,251
-47
| -1% | -$3.17K | 0.01% | 730 |
|
|
2020
Q3 | $205K | Sell |
3,298
-240
| -7% | -$14.9K | 0.01% | 711 |
|
|
2020
Q2 | $202K | Buy |
+3,538
| New | +$202K | 0.01% | 712 |
|