Oakworth Capital’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 | $31.4K | Buy |
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|
2025
Q2 | $22.8K | Sell |
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|
2025
Q1 | $34.1K | Hold |
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|
2024
Q4 | $30.6K | Hold |
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|
2024
Q3 | $34.3K | Buy |
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|
2024
Q2 | $31.2K | Hold |
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|
2024
Q1 | $32.2K | Sell |
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|
2023
Q4 | $37.2K | Sell |
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|
2023
Q3 | $36.9K | Sell |
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|
2023
Q2 | $43.3K | Buy |
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|
2023
Q1 | $32.6K | Sell |
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|
2022
Q4 | $45.9K | Sell |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $88K | Buy |
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|
2020
Q4 | $41K | Sell |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $37K | Buy |
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