Moody National Bank Trust Division’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
Q3 | $495K | Buy |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $622K | Hold |
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|
2022
Q2 | $690K | Sell |
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|
2022
Q1 | $830K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $4.84M | Sell |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $4.04M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $3.68M | Hold |
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|
2020
Q2 | $3.35M | Buy |
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