Private 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 | $1.51M | Sell |
15,226
-9
| -0.1% | -$891 | 0.14% | 155 |
|
|
2025
Q1 | $1.57M | Buy |
15,235
+896
| +6% | +$92.5K | 0.16% | 135 |
|
|
2024
Q4 | $1.33M | Sell |
14,339
-141
| -1% | -$13.1K | 0.14% | 159 |
|
|
2024
Q3 | $1.51M | Buy |
14,480
+1,477
| +11% | +$154K | 0.15% | 148 |
|
|
2024
Q2 | $1.25M | Buy |
13,003
+72
| +0.6% | +$6.93K | 0.13% | 167 |
|
|
2024
Q1 | $1.28M | Buy |
12,931
+118
| +0.9% | +$11.7K | 0.14% | 164 |
|
|
2023
Q4 | $1.15M | Sell |
12,813
-26
| -0.2% | -$2.33K | 0.13% | 171 |
|
|
2023
Q3 | $1.03M | Hold |
12,839
| – | – | 0.14% | 167 |
|
|
2023
Q2 | $1.14M | Sell |
12,839
-557
| -4% | -$49.6K | 0.14% | 168 |
|
|
2023
Q1 | $1.13M | Buy |
13,396
+12
| +0.1% | +$1.01K | 0.15% | 159 |
|
|
2022
Q4 | $1.05M | Sell |
13,384
-650
| -5% | -$50.9K | 0.16% | 157 |
|
|
2022
Q3 | $895K | Buy |
14,034
+2,790
| +25% | +$178K | 0.15% | 164 |
|
|
2022
Q2 | $795K | Buy |
+11,244
| New | +$795K | 0.12% | 195 |
|