UMB Bank’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 | $529K | Buy |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $433K | Buy |
|