Pinnacle Bancorp’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 | $29.7K | Sell |
300
-102
| -25% | -$10.1K | 0.01% | 525 |
|
|
2025
Q1 | $41.5K | Sell |
402
-170
| -30% | -$17.5K | 0.01% | 455 |
|
|
2024
Q4 | $53K | Buy |
572
+65
| +13% | +$6.02K | 0.02% | 411 |
|
|
2024
Q3 | $52.7K | Buy |
507
+70
| +16% | +$7.28K | 0.01% | 413 |
|
|
2024
Q2 | $42.1K | Hold |
437
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $43.4K | Sell |
437
-78
| -15% | -$7.74K | 0.01% | 433 |
|
|
2023
Q4 | $46.1K | Sell |
515
-57
| -10% | -$5.1K | 0.02% | 396 |
|
|
2023
Q3 | $45.9K | Hold |
572
| – | – | 0.02% | 373 |
|
|
2023
Q2 | $50.9K | Hold |
572
| – | – | 0.02% | 364 |
|
|
2023
Q1 | $48.3K | Hold |
572
| – | – | 0.02% | 366 |
|
|
2022
Q4 | $45K | Hold |
572
| – | – | 0.02% | 350 |
|
|
2022
Q3 | $36K | Hold |
572
| – | – | 0.02% | 364 |
|
|
2022
Q2 | $40K | Hold |
572
| – | – | 0.02% | 357 |
|
|
2022
Q1 | $44K | Sell |
572
-60
| -9% | -$4.62K | 0.02% | 366 |
|
|
2021
Q4 | $55K | Hold |
632
| – | – | 0.02% | 341 |
|
|
2021
Q3 | $52K | Buy |
632
+93
| +17% | +$7.65K | 0.02% | 341 |
|
|
2021
Q2 | $44K | Sell |
539
-85
| -14% | -$6.94K | 0.02% | 374 |
|
|
2021
Q1 | $43K | Hold |
624
| – | – | 0.02% | 370 |
|
|
2020
Q4 | $42K | Hold |
624
| – | – | 0.03% | 350 |
|
|
2020
Q3 | $39K | Sell |
624
-250
| -29% | -$15.6K | 0.03% | 338 |
|
|
2020
Q2 | $50K | Buy |
+874
| New | +$50K | 0.04% | 293 |
|