TIAA Trust, National Association’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 | $1.3M | Sell |
13,120
-892
| -6% | -$88.3K | ﹤0.01% | 345 |
|
|
2025
Q1 | $1.45M | Sell |
14,012
-962
| -6% | -$99.3K | ﹤0.01% | 327 |
|
|
2024
Q4 | $1.39M | Buy |
14,974
+36
| +0.2% | +$3.33K | ﹤0.01% | 332 |
|
|
2024
Q3 | $1.55M | Sell |
14,938
-134,397
| -90% | -$14M | ﹤0.01% | 317 |
|
|
2024
Q2 | $14.4M | Buy |
149,335
+2,968
| +2% | +$286K | 0.04% | 148 |
|
|
2024
Q1 | $14.5M | Buy |
146,367
+127,311
| +668% | +$12.6M | 0.04% | 158 |
|
|
2023
Q4 | $1.7M | Sell |
19,056
-3,304
| -15% | -$296K | 0.01% | 279 |
|
|
2023
Q3 | $1.8M | Buy |
+22,360
| New | +$1.8M | 0.01% | 265 |
|