Northwest Bancshares’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 | $347K | Hold |
3,505
| – | – | 0.06% | 144 |
|
|
2025
Q1 | $362K | Hold |
3,505
| – | – | 0.07% | 140 |
|
|
2024
Q4 | $325K | Hold |
3,505
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $364K | Sell |
3,505
-76
| -2% | -$7.9K | 0.06% | 149 |
|
|
2024
Q2 | $345K | Hold |
3,581
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $355K | Hold |
3,581
| – | – | 0.06% | 149 |
|
|
2023
Q4 | $320K | Sell |
3,581
-32
| -0.9% | -$2.86K | 0.06% | 140 |
|
|
2023
Q3 | $290K | Sell |
3,613
-125
| -3% | -$10K | 0.06% | 161 |
|
|
2023
Q2 | $333K | Hold |
3,738
| – | – | 0.06% | 146 |
|
|
2023
Q1 | $315K | Sell |
3,738
-185
| -5% | -$15.6K | 0.06% | 152 |
|
|
2022
Q4 | $307K | Buy |
3,923
+132
| +3% | +$10.3K | 0.06% | 152 |
|
|
2022
Q3 | $242K | Buy |
3,791
+88
| +2% | +$5.62K | 0.06% | 160 |
|
|
2022
Q2 | $262K | Sell |
3,703
-100
| -3% | -$7.08K | 0.06% | 158 |
|
|
2022
Q1 | $293K | Sell |
3,803
-77
| -2% | -$5.93K | 0.06% | 169 |
|
|
2021
Q4 | $338K | Sell |
3,880
-39
| -1% | -$3.4K | 0.07% | 166 |
|
|
2021
Q3 | $322K | Sell |
3,919
-27
| -0.7% | -$2.22K | 0.07% | 175 |
|
|
2021
Q2 | $323K | Sell |
3,946
-509
| -11% | -$41.7K | 0.07% | 175 |
|
|
2021
Q1 | $305K | Buy |
4,455
+532
| +14% | +$36.4K | 0.07% | 183 |
|
|
2020
Q4 | $264K | Sell |
3,923
-282
| -7% | -$19K | 0.07% | 190 |
|
|
2020
Q3 | $262K | Sell |
4,205
-642
| -13% | -$40K | 0.07% | 193 |
|
|
2020
Q2 | $275K | Buy |
+4,847
| New | +$275K | 0.07% | 185 |
|