Union Savings 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 | $35.2K | Hold |
411
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $42.4K | Hold |
411
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $38.1K | Hold |
411
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $42.7K | Sell |
411
-25
| -6% | -$2.6K | 0.02% | 227 |
|
|
2024
Q2 | $42K | Hold |
436
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $43.3K | Hold |
436
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $39K | Buy |
436
+25
| +6% | +$2.24K | 0.02% | 219 |
|
|
2023
Q3 | $33K | Hold |
411
| – | – | 0.02% | 231 |
|
|
2023
Q2 | $37.4K | Buy |
+411
| New | +$37.4K | 0.02% | 221 |
|