Tompkins Financial’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 | $16.5K | Sell |
167
-19
| -10% | -$1.88K | ﹤0.01% | 408 |
|
|
2025
Q1 | $19.2K | Buy |
186
+19
| +11% | +$1.96K | ﹤0.01% | 406 |
|
|
2024
Q4 | $15.5K | Sell |
167
-50
| -23% | -$4.63K | ﹤0.01% | 404 |
|
|
2024
Q3 | $22.6K | Hold |
217
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $20.9K | Hold |
217
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $21.5K | Hold |
217
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $19.4K | Buy |
217
+15
| +7% | +$1.34K | ﹤0.01% | 427 |
|
|
2023
Q3 | $16.2K | Buy |
202
+50
| +33% | +$4.02K | ﹤0.01% | 420 |
|
|
2023
Q2 | $13.5K | Hold |
152
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $12.8K | Sell |
152
-300
| -66% | -$25.3K | ﹤0.01% | 463 |
|
|
2022
Q4 | $36K | Sell |
452
-64
| -12% | -$5.1K | 0.01% | 365 |
|
|
2022
Q3 | $33K | Buy |
516
+64
| +14% | +$4.09K | 0.01% | 371 |
|
|
2022
Q2 | $31K | Sell |
452
-2
| -0.4% | -$137 | 0.01% | 373 |
|
|
2022
Q1 | $35K | Sell |
454
-171
| -27% | -$13.2K | ﹤0.01% | 385 |
|
|
2021
Q4 | $54K | Hold |
625
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $51K | Buy |
+625
| New | +$51K | 0.01% | 225 |
|
|
2021
Q1 | $45K | Sell |
655
-100
| -13% | -$6.87K | 0.01% | 261 |
|
|
2020
Q4 | $51K | Hold |
755
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $47K | Sell |
755
-52
| -6% | -$3.24K | 0.01% | 243 |
|
|
2020
Q2 | $46K | Buy |
+807
| New | +$46K | 0.01% | 240 |
|