JTC Employer Solutions Trustee’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 | $81K | Hold |
822
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $85K | Hold |
822
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $76K | Hold |
822
| – | – | 0.01% | 220 |
|
|
2024
Q3 | $85K | Hold |
822
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $79K | Hold |
822
| – | – | 0.01% | 222 |
|
|
2024
Q1 | $82K | Hold |
822
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $74K | Hold |
822
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $66K | Hold |
822
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $74K | Hold |
822
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $69K | Hold |
822
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $64K | Hold |
822
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $53K | Hold |
822
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $58K | Hold |
822
| – | – | 0.01% | 187 |
|
|
2022
Q1 | $63K | Hold |
822
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $72K | Hold |
822
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $67K | Hold |
822
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $67K | Buy |
+822
| New | +$67K | 0.01% | 193 |
|