Montecito Bank & 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
Q1
$280K Sell
2,717
-60
-2% -$6.19K 0.05% 249
2024
Q4
$257K Hold
2,777
0.04% 252
2024
Q3
$289K Buy
+2,777
New +$289K 0.05% 249