Tompkins Financial’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
Q3 | $15.3K | Hold |
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|
2025
Q2 | $16.5K | Sell |
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|
2025
Q1 | $19.2K | Buy |
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|
2024
Q4 | $15.5K | Sell |
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|
2024
Q3 | $22.6K | Hold |
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|
2024
Q2 | $20.9K | Hold |
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|
2024
Q1 | $21.5K | Hold |
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|
2023
Q4 | $19.4K | Buy |
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|
2023
Q3 | $16.2K | Buy |
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|
2023
Q2 | $13.5K | Hold |
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|
2023
Q1 | $12.8K | Sell |
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|
2022
Q4 | $36K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q1 | $45K | Sell |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $46K | Buy |
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