Washington Trust Advisors’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 | $228K | Hold |
2,300
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $237K | Hold |
2,300
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $213K | Hold |
2,300
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $239K | Hold |
2,300
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $221K | Hold |
2,300
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $228K | Sell |
2,300
-450
| -16% | -$44.7K | 0.02% | 184 |
|
|
2023
Q4 | $246K | Sell |
2,750
-865
| -24% | -$77.4K | 0.02% | 169 |
|
|
2023
Q3 | $290K | Hold |
3,615
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $322K | Hold |
3,615
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $305K | Hold |
3,615
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $283K | Sell |
3,615
-26
| -0.7% | -$2.04K | 0.03% | 150 |
|
|
2022
Q3 | $233K | Hold |
3,641
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $257K | Sell |
3,641
-315
| -8% | -$22.2K | 0.02% | 180 |
|
|
2022
Q1 | $304K | Hold |
3,956
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $344K | Buy |
+3,956
| New | +$344K | 0.02% | 193 |
|