Moody National Bank Trust Division’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 | $490K | Sell |
4,949
-182
| -4% | -$18K | 0.04% | 340 |
|
|
2025
Q1 | $530K | Sell |
5,131
-70
| -1% | -$7.22K | 0.06% | 332 |
|
|
2024
Q4 | $482K | Sell |
5,201
-349
| -6% | -$32.3K | 0.05% | 350 |
|
|
2024
Q3 | $577K | Buy |
5,550
+870
| +19% | +$90.4K | 0.06% | 323 |
|
|
2024
Q2 | $450K | Sell |
4,680
-71
| -1% | -$6.83K | 0.04% | 325 |
|
|
2024
Q1 | $472K | Buy |
4,751
+20
| +0.4% | +$1.99K | 0.04% | 336 |
|
|
2023
Q4 | $423K | Sell |
4,731
-4,719
| -50% | -$422K | 0.03% | 360 |
|
|
2023
Q3 | $759K | Buy |
9,450
+1,030
| +12% | +$82.7K | 0.05% | 283 |
|
|
2023
Q2 | $749K | Buy |
8,420
+82
| +1% | +$7.3K | 0.05% | 281 |
|
|
2023
Q1 | $704K | Sell |
8,338
-20
| -0.2% | -$1.69K | 0.06% | 270 |
|
|
2022
Q4 | $655K | Sell |
8,358
-1,402
| -14% | -$110K | 0.06% | 276 |
|
|
2022
Q3 | $622K | Hold |
9,760
| – | – | 0.06% | 274 |
|
|
2022
Q2 | $690K | Sell |
9,760
-1,029
| -10% | -$72.7K | 0.07% | 226 |
|
|
2022
Q1 | $830K | Sell |
10,789
-1,403
| -12% | -$108K | 0.03% | 236 |
|
|
2021
Q4 | $1.06M | Sell |
12,192
-46,636
| -79% | -$4.06M | 0.03% | 215 |
|
|
2021
Q3 | $4.84M | Sell |
58,828
-66
| -0.1% | -$5.43K | 0.07% | 175 |
|
|
2021
Q2 | $4.82M | Sell |
58,894
-97
| -0.2% | -$7.93K | 0.1% | 180 |
|
|
2021
Q1 | $4.04M | Sell |
58,991
-24
| -0% | -$1.64K | 0.1% | 184 |
|
|
2020
Q4 | $3.99M | Buy |
59,015
+104
| +0.2% | +$7.03K | 0.1% | 176 |
|
|
2020
Q3 | $3.68M | Hold |
58,911
| – | – | 0.11% | 157 |
|
|
2020
Q2 | $3.35M | Buy |
+58,911
| New | +$3.35M | 0.1% | 157 |
|