Philadelphia Trust Company’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 | $389K | Sell |
3,929
-35
| -0.9% | -$3.47K | 0.03% | 173 |
|
|
2025
Q1 | $409K | Sell |
3,964
-435
| -10% | -$44.9K | 0.04% | 173 |
|
|
2024
Q4 | $407K | Sell |
4,399
-225
| -5% | -$20.8K | 0.03% | 168 |
|
|
2024
Q3 | $481K | Sell |
4,624
-2,804
| -38% | -$292K | 0.03% | 161 |
|
|
2024
Q2 | $715K | Sell |
7,428
-11
| -0.1% | -$1.06K | 0.06% | 130 |
|
|
2024
Q1 | $738K | Sell |
7,439
-90
| -1% | -$8.93K | 0.06% | 134 |
|
|
2023
Q4 | $674K | Hold |
7,529
| – | – | 0.06% | 129 |
|
|
2023
Q3 | $605K | Buy |
7,529
+45
| +0.6% | +$3.62K | 0.06% | 138 |
|
|
2023
Q2 | $666K | Sell |
7,484
-95
| -1% | -$8.45K | 0.06% | 138 |
|
|
2023
Q1 | $640K | Sell |
7,579
-1,345
| -15% | -$114K | 0.07% | 137 |
|
|
2022
Q4 | $699K | Buy |
8,924
+20
| +0.2% | +$1.57K | 0.07% | 132 |
|
|
2022
Q3 | $568K | Sell |
8,904
-45
| -0.5% | -$2.87K | 0.06% | 134 |
|
|
2022
Q2 | $632K | Sell |
8,949
-1,675
| -16% | -$118K | 0.06% | 133 |
|
|
2022
Q1 | $818K | Sell |
10,624
-370
| -3% | -$28.5K | 0.06% | 136 |
|
|
2021
Q4 | $957K | Buy |
10,994
+783
| +8% | +$68.2K | 0.07% | 130 |
|
|
2021
Q3 | $840K | Buy |
10,211
+385
| +4% | +$31.7K | 0.06% | 140 |
|
|
2021
Q2 | $803K | Buy |
9,826
+1,058
| +12% | +$86.5K | 0.06% | 150 |
|
|
2021
Q1 | $600K | Buy |
8,768
+2,815
| +47% | +$193K | 0.05% | 157 |
|
|
2020
Q4 | $402K | Buy |
+5,953
| New | +$402K | 0.03% | 169 |
|