Washington Trust’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 | $233K | Sell |
2,356
-502
| -18% | -$49.7K | 0.01% | 247 |
|
|
2025
Q1 | $295K | Sell |
2,858
-674
| -19% | -$69.6K | 0.01% | 229 |
|
|
2024
Q4 | $327K | Buy |
3,532
+3
| +0.1% | +$278 | 0.01% | 231 |
|
|
2024
Q3 | $367K | Sell |
3,529
-9
| -0.3% | -$935 | 0.01% | 229 |
|
|
2024
Q2 | $341K | Hold |
3,538
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $351K | Sell |
3,538
-58
| -2% | -$5.76K | 0.01% | 225 |
|
|
2023
Q4 | $322K | Sell |
3,596
-50
| -1% | -$4.47K | 0.01% | 233 |
|
|
2023
Q3 | $293K | Sell |
3,646
-681
| -16% | -$54.7K | 0.01% | 213 |
|
|
2023
Q2 | $385K | Sell |
4,327
-175
| -4% | -$15.6K | 0.02% | 199 |
|
|
2023
Q1 | $380K | Sell |
4,502
-100
| -2% | -$8.44K | 0.02% | 200 |
|
|
2022
Q4 | $360K | Hold |
4,602
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $294K | Sell |
4,602
-411
| -8% | -$26.3K | 0.01% | 204 |
|
|
2022
Q2 | $355K | Sell |
5,013
-43
| -0.9% | -$3.05K | 0.02% | 191 |
|
|
2022
Q1 | $388K | Sell |
5,056
-731
| -13% | -$56.1K | 0.02% | 199 |
|
|
2021
Q4 | $504K | Sell |
5,787
-3,797
| -40% | -$331K | 0.02% | 184 |
|
|
2021
Q3 | $788K | Sell |
9,584
-105
| -1% | -$8.63K | 0.02% | 198 |
|
|
2021
Q2 | $793K | Buy |
9,689
+1,204
| +14% | +$98.5K | 0.02% | 190 |
|
|
2021
Q1 | $580K | Buy |
8,485
+101
| +1% | +$6.9K | 0.02% | 198 |
|
|
2020
Q4 | $567K | Sell |
8,384
-102
| -1% | -$6.9K | 0.02% | 194 |
|
|
2020
Q3 | $530K | Buy |
8,486
+2,416
| +40% | +$151K | 0.02% | 191 |
|
|
2020
Q2 | $343K | Buy |
+6,070
| New | +$343K | 0.01% | 199 |
|