Riverview 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 | $22.8K | Hold |
230
| – | – | 0.03% | 167 |
|
|
2025
Q1 | $23.7K | Sell |
230
-12
| -5% | -$1.24K | 0.02% | 361 |
|
|
2024
Q4 | $22.4K | Hold |
242
| – | – | 0.02% | 415 |
|
|
2024
Q3 | $25.2K | Buy |
+242
| New | +$25.2K | 0.02% | 376 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$42.2K | – | 732 |
|
|
2023
Q1 | $42.2K | Hold |
500
| – | – | 0.04% | 233 |
|
|
2022
Q4 | $39K | Sell |
500
-190
| -28% | -$14.8K | 0.04% | 243 |
|
|
2022
Q3 | $44K | Hold |
690
| – | – | 0.04% | 227 |
|
|
2022
Q2 | $48K | Buy |
690
+388
| +128% | +$27K | 0.04% | 216 |
|
|
2022
Q1 | $23K | Buy |
+302
| New | +$23K | 0.02% | 440 |
|
|
2020
Q4 | – | Sell |
-310
| Closed | -$19K | – | 236 |
|
|
2020
Q3 | $19K | Sell |
310
-1,398
| -82% | -$85.7K | 0.02% | 202 |
|
|
2020
Q2 | $97K | Buy |
+1,708
| New | +$97K | 0.09% | 121 |
|