Sentinel Trust’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 | $273K | Sell |
2,752
-2
| -0.1% | -$198 | 0.03% | 113 |
|
|
2025
Q1 | $284K | Buy |
2,754
+4
| +0.1% | +$412 | 0.03% | 114 |
|
|
2024
Q4 | $255K | Hold |
2,750
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $286K | Hold |
2,750
| – | – | 0.03% | 123 |
|
|
2024
Q2 | $265K | Hold |
2,750
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $273K | Hold |
2,750
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $246K | Hold |
2,750
| – | – | 0.03% | 122 |
|
|
2023
Q3 | $221K | Buy |
2,750
+149
| +6% | +$12K | 0.03% | 124 |
|
|
2023
Q2 | $232K | Buy |
2,601
+1
| +0% | +$89 | 0.03% | 122 |
|
|
2023
Q1 | $219K | Buy |
+2,600
| New | +$219K | 0.03% | 122 |
|