PGFC
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Peapack-Gladstone Financial Corp’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.39M Buy
74,668
+865
+1% +$85.7K 0.1% 178
2025
Q1
$7.62M Buy
73,803
+717
+1% +$74K 0.11% 172
2024
Q4
$6.77M Buy
73,086
+742
+1% +$68.7K 0.1% 179
2024
Q3
$7.52M Buy
72,344
+2,273
+3% +$236K 0.11% 175
2024
Q2
$6.75M Buy
70,071
+1,101
+2% +$106K 0.1% 181
2024
Q1
$6.85M Sell
68,970
-947
-1% -$94K 0.11% 183
2023
Q4
$6.26M Sell
69,917
-536
-0.8% -$48K 0.11% 183
2023
Q3
$5.66M Sell
70,453
-325
-0.5% -$26.1K 0.1% 184
2023
Q2
$6.3M Sell
70,778
-259
-0.4% -$23.1K 0.11% 180
2023
Q1
$6M Sell
71,037
-1,914
-3% -$162K 0.11% 189
2022
Q4
$5.71M Sell
72,951
-2,058
-3% -$161K 0.11% 193
2022
Q3
$4.79M Sell
75,009
-387
-0.5% -$24.7K 0.1% 202
2022
Q2
$5.33M Sell
75,396
-3,908
-5% -$276K 0.12% 172
2022
Q1
$6.1M Sell
79,304
-491
-0.6% -$37.8K 0.12% 171
2021
Q4
$6.95M Buy
79,795
+1,783
+2% +$155K 0.13% 159
2021
Q3
$6.42M Buy
78,012
+1,035
+1% +$85.2K 0.13% 163
2021
Q2
$6.3M Sell
76,977
-7,647
-9% -$625K 0.15% 144
2021
Q1
$5.79M Buy
84,624
+1,334
+2% +$91.3K 0.15% 148
2020
Q4
$5.63M Sell
83,290
-886
-1% -$59.9K 0.17% 136
2020
Q3
$5.26M Sell
84,176
-5,773
-6% -$360K 0.19% 120
2020
Q2
$5.12M Buy
+89,949
New +$5.12M 0.2% 113