Indiana Trust & Investment Management’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 | $66.9K | Hold |
676
| – | – | 0.02% | 263 |
|
|
2025
Q1 | $69.8K | Hold |
676
| – | – | 0.03% | 258 |
|
|
2024
Q4 | $62.6K | Buy |
676
+26
| +4% | +$2.41K | 0.02% | 266 |
|
|
2024
Q3 | $67.6K | Sell |
650
-340
| -34% | -$35.3K | 0.02% | 266 |
|
|
2024
Q2 | $95.3K | Buy |
990
+550
| +125% | +$52.9K | 0.04% | 225 |
|
|
2024
Q1 | $43.7K | Hold |
440
| – | – | 0.02% | 291 |
|
|
2023
Q4 | $39.4K | Hold |
440
| – | – | 0.02% | 276 |
|
|
2023
Q3 | $35.3K | Buy |
+440
| New | +$35.3K | 0.02% | 281 |
|