Peoples Financial Services Corp’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 | $3.96K | Hold |
40
| – | – | ﹤0.01% | 242 |
|
|
2025
Q1 | $4.13K | Hold |
40
| – | – | ﹤0.01% | 240 |
|
|
2024
Q4 | $3.7K | Sell |
40
-10
| -20% | -$926 | ﹤0.01% | 241 |
|
|
2024
Q3 | $5.2K | Hold |
50
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $4.81K | Hold |
50
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $4.96K | Hold |
50
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $4.47K | Sell |
50
-2,750
| -98% | -$246K | ﹤0.01% | 234 |
|
|
2023
Q3 | $225K | Hold |
2,800
| – | – | 0.11% | 127 |
|
|
2023
Q2 | $249K | Sell |
2,800
-1,000
| -26% | -$89K | 0.11% | 127 |
|
|
2023
Q1 | $321K | Sell |
3,800
-37
| -1% | -$3.12K | 0.15% | 120 |
|
|
2022
Q4 | $300K | Hold |
3,837
| – | – | 0.14% | 124 |
|
|
2022
Q3 | $245K | Hold |
3,837
| – | – | 0.13% | 124 |
|
|
2022
Q2 | $271K | Sell |
3,837
-900
| -19% | -$63.6K | 0.13% | 126 |
|
|
2022
Q1 | $365K | Hold |
4,737
| – | – | 0.16% | 116 |
|
|
2021
Q4 | $413K | Sell |
4,737
-110
| -2% | -$9.59K | 0.16% | 108 |
|
|
2021
Q3 | $399K | Hold |
4,847
| – | – | 0.17% | 101 |
|
|
2021
Q2 | $396K | Sell |
4,847
-9
| -0.2% | -$735 | 0.17% | 103 |
|
|
2021
Q1 | $332K | Sell |
4,856
-108
| -2% | -$7.38K | 0.14% | 109 |
|
|
2020
Q4 | $335K | Sell |
4,964
-250
| -5% | -$16.9K | 0.15% | 100 |
|
|
2020
Q3 | $325K | Hold |
5,214
| – | – | 0.16% | 95 |
|
|
2020
Q2 | $296K | Buy |
+5,214
| New | +$296K | 0.16% | 100 |
|