Members Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $306K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $267K | Buy |
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