Riverview Trust Company’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-230	Closed	-$22.8K	–	216
2025 Q2	$22.8K	Hold	230	–	–	0.03%	167
2025 Q1	$23.7K	Sell	230 -12	-5%	-$1.17K	0.02%	361
2024 Q4	$22.4K	Hold	242	–	–	0.02%	415
2024 Q3	$25.2K	Buy	+242	New	+$23.1K	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%	-$14K	0.04%	243
2022 Q3	$44K	Hold	690	–	–	0.04%	227
2022 Q2	$48K	Buy	690 +388	+128%	+$28.6K	0.04%	216
2022 Q1	$23K	Buy	+302	New	+$24.1K	0.02%	440
2020 Q4	–	Sell	-310	Closed	-$19K	–	236
2020 Q3	$19K	Sell	310 -1,398	-82%	-$85.5K	0.02%	202
2020 Q2	$97K	Buy	+1,708	New	+$88.5K	0.09%	121