UMB Bank’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 | $393K | Sell |
3,970
-806
| -17% | -$79.8K | 0.01% | 454 |
|
|
2025
Q1 | $493K | Sell |
4,776
-153
| -3% | -$15.8K | 0.01% | 404 |
|
|
2024
Q4 | $456K | Buy |
4,929
+137
| +3% | +$12.7K | 0.01% | 413 |
|
|
2024
Q3 | $498K | Sell |
4,792
-299
| -6% | -$31.1K | 0.01% | 408 |
|
|
2024
Q2 | $490K | Buy |
5,091
+196
| +4% | +$18.9K | 0.01% | 400 |
|
|
2024
Q1 | $486K | Sell |
4,895
-241
| -5% | -$23.9K | 0.01% | 414 |
|
|
2023
Q4 | $460K | Sell |
5,136
-245
| -5% | -$21.9K | 0.01% | 427 |
|
|
2023
Q3 | $432K | Sell |
5,381
-74
| -1% | -$5.94K | 0.01% | 421 |
|
|
2023
Q2 | $486K | Sell |
5,455
-250
| -4% | -$22.3K | 0.01% | 416 |
|
|
2023
Q1 | $482K | Sell |
5,705
-11
| -0.2% | -$928 | 0.01% | 417 |
|
|
2022
Q4 | $448K | Sell |
5,716
-116
| -2% | -$9.09K | 0.01% | 432 |
|
|
2022
Q3 | $372K | Sell |
5,832
-2,494
| -30% | -$159K | 0.01% | 479 |
|
|
2022
Q2 | $588K | Sell |
8,326
-90
| -1% | -$6.36K | 0.01% | 446 |
|
|
2022
Q1 | $647K | Sell |
8,416
-641
| -7% | -$49.3K | 0.01% | 445 |
|
|
2021
Q4 | $789K | Buy |
9,057
+4,358
| +93% | +$380K | 0.01% | 414 |
|
|
2021
Q3 | $386K | Sell |
4,699
-356
| -7% | -$29.2K | 0.01% | 307 |
|
|
2021
Q2 | $413K | Sell |
5,055
-125
| -2% | -$10.2K | 0.01% | 303 |
|
|
2021
Q1 | $355K | Sell |
5,180
-321
| -6% | -$22K | 0.01% | 302 |
|
|
2020
Q4 | $371K | Sell |
5,501
-2,117
| -28% | -$143K | 0.01% | 298 |
|
|
2020
Q3 | $433K | Hold |
7,618
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $433K | Buy |
+7,618
| New | +$433K | 0.01% | 266 |
|