Sanibel Captiva 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 | $1.01M | Hold |
10,163
| – | – | 0.03% | 226 |
|
|
2025
Q1 | $1.05M | Sell |
10,163
-1,306
| -11% | -$135K | 0.03% | 221 |
|
|
2024
Q4 | $1.06M | Buy |
11,469
+385
| +3% | +$35.7K | 0.03% | 216 |
|
|
2024
Q3 | $1.15M | Sell |
11,084
-1
| -0% | -$104 | 0.04% | 207 |
|
|
2024
Q2 | $1.07M | Sell |
11,085
-270
| -2% | -$26K | 0.04% | 202 |
|
|
2024
Q1 | $1.13M | Sell |
11,355
-100
| -0.9% | -$9.93K | 0.04% | 192 |
|
|
2023
Q4 | $1.02M | Buy |
+11,455
| New | +$1.02M | 0.04% | 189 |
|