Washington Trust Advisors’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 | $210K | Hold |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $344K | Buy |
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