Missouri Trust & Investment Company’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 | $29.2K | Hold |
295
| – | – | 0.01% | 245 |
|
2025
Q1 | $30.4K | Sell |
295
-25
| -8% | -$2.58K | 0.01% | 237 |
|
2024
Q4 | $29.6K | Sell |
320
-25
| -7% | -$2.32K | 0.01% | 248 |
|
2024
Q3 | $35.9K | Hold |
345
| – | – | 0.01% | 236 |
|
2024
Q2 | $33.2K | Sell |
345
-150
| -30% | -$14.4K | 0.01% | 235 |
|
2024
Q1 | $49.1K | Sell |
495
-250
| -34% | -$24.8K | 0.02% | 211 |
|
2023
Q4 | $66.7K | Hold |
745
| – | – | 0.03% | 178 |
|
2023
Q3 | $59.8K | Sell |
745
-197
| -21% | -$15.8K | 0.03% | 172 |
|
2023
Q2 | $83.8K | Buy |
942
+439
| +87% | +$39.1K | 0.05% | 155 |
|
2023
Q1 | $42.5K | Hold |
503
| – | – | 0.03% | 181 |
|
2022
Q4 | $39K | Hold |
503
| – | – | 0.02% | 189 |
|
2022
Q3 | $32K | Hold |
503
| – | – | 0.02% | 200 |
|
2022
Q2 | $36K | Hold |
503
| – | – | 0.02% | 197 |
|
2022
Q1 | $39K | Sell |
503
-16
| -3% | -$1.24K | 0.02% | 202 |
|
2021
Q4 | $45K | Buy |
+519
| New | +$45K | 0.03% | 208 |
|