Members 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 | $216K | Sell |
2,179
-477
| -18% | -$47.2K | 0.01% | 130 |
|
|
2025
Q1 | $274K | Buy |
2,656
+2
| +0.1% | +$206 | 0.01% | 106 |
|
|
2024
Q4 | $246K | Sell |
2,654
-87
| -3% | -$8.06K | 0.01% | 106 |
|
|
2024
Q3 | $285K | Sell |
2,741
-215
| -7% | -$22.3K | 0.01% | 100 |
|
|
2024
Q2 | $285K | Hold |
2,956
| – | – | 0.01% | 100 |
|
|
2024
Q1 | $293K | Sell |
2,956
-477
| -14% | -$47.4K | 0.01% | 93 |
|
|
2023
Q4 | $308K | Hold |
3,433
| – | – | 0.01% | 91 |
|
|
2023
Q3 | $276K | Hold |
3,433
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $306K | Buy |
+3,433
| New | +$306K | 0.01% | 91 |
|
|
2022
Q4 | – | Sell |
-3,461
| Closed | -$221K | – | 89 |
|
|
2022
Q3 | $221K | Hold |
3,461
| – | – | 0.01% | 100 |
|
|
2022
Q2 | $245K | Sell |
3,461
-54
| -2% | -$3.82K | 0.01% | 93 |
|
|
2022
Q1 | $270K | Sell |
3,515
-112
| -3% | -$8.6K | 0.01% | 99 |
|
|
2021
Q4 | $316K | Buy |
3,627
+54
| +2% | +$4.71K | 0.01% | 95 |
|
|
2021
Q3 | $298K | Hold |
3,573
| – | – | 0.01% | 96 |
|
|
2021
Q2 | $292K | Sell |
3,573
-38
| -1% | -$3.11K | 0.01% | 100 |
|
|
2021
Q1 | $247K | Sell |
3,611
-94
| -3% | -$6.43K | 0.01% | 98 |
|
|
2020
Q4 | $250K | Sell |
3,705
-570
| -13% | -$38.5K | 0.01% | 94 |
|
|
2020
Q3 | $267K | Buy |
+4,275
| New | +$267K | 0.01% | 87 |
|