Sandy Spring Bank’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.06M | Sell |
19,922
-1,866
| -9% | -$193K | 0.09% | 172 |
|
|
2024
Q4 | $2.02M | Sell |
21,788
-1,276
| -6% | -$118K | 0.08% | 172 |
|
|
2024
Q3 | $2.4M | Sell |
23,064
-2,340
| -9% | -$243K | 0.1% | 164 |
|
|
2024
Q2 | $2.45M | Sell |
25,404
-1,947
| -7% | -$187K | 0.11% | 152 |
|
|
2024
Q1 | $2.72M | Sell |
27,351
-2,492
| -8% | -$247K | 0.12% | 142 |
|
|
2023
Q4 | $2.67M | Sell |
29,843
-704
| -2% | -$63K | 0.13% | 139 |
|
|
2023
Q3 | $2.45M | Sell |
30,547
-1,038
| -3% | -$83.4K | 0.14% | 141 |
|
|
2023
Q2 | $2.81M | Sell |
31,585
-1,399
| -4% | -$125K | 0.15% | 135 |
|
|
2023
Q1 | $2.78M | Sell |
32,984
-3,539
| -10% | -$299K | 0.16% | 132 |
|
|
2022
Q4 | $2.86M | Buy |
36,523
+255
| +0.7% | +$20K | 0.17% | 131 |
|
|
2022
Q3 | $2.31M | Sell |
36,268
-729
| -2% | -$46.5K | 0.15% | 138 |
|
|
2022
Q2 | $2.61M | Buy |
36,997
+4,730
| +15% | +$334K | 0.16% | 128 |
|
|
2022
Q1 | $2.48M | Sell |
32,267
-838
| -3% | -$64.5K | 0.13% | 147 |
|
|
2021
Q4 | $2.88M | Buy |
33,105
+46
| +0.1% | +$4.01K | 0.14% | 140 |
|
|
2021
Q3 | $2.72M | Sell |
33,059
-1,955
| -6% | -$161K | 0.14% | 138 |
|
|
2021
Q2 | $2.86M | Sell |
35,014
-2,818
| -7% | -$230K | 0.15% | 128 |
|
|
2021
Q1 | $2.59M | Sell |
37,832
-1,266
| -3% | -$86.7K | 0.15% | 136 |
|
|
2020
Q4 | $2.64M | Sell |
39,098
-1,561
| -4% | -$105K | 0.16% | 128 |
|
|
2020
Q3 | $2.54M | Sell |
40,659
-4,352
| -10% | -$272K | 0.17% | 125 |
|
|
2020
Q2 | $2.56M | Buy |
+45,011
| New | +$2.56M | 0.19% | 117 |
|