Smithfield Trust’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
Q2 | $164K | Hold |
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|
2025
Q1 | $170K | Hold |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $157K | Sell |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $161K | Sell |
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|
2023
Q1 | $154K | Sell |
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|
2022
Q4 | $147K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $175K | Sell |
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|
2021
Q3 | $168K | Hold |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $195K | Sell |
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|
2020
Q3 | $180K | Sell |
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|
2020
Q2 | $181K | Buy |
|