WhitTier Trust Company’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 | $1.73M | Sell |
17,485
-651
| -4% | -$64.5K | 0.04% | 254 |
|
|
2025
Q1 | $1.87M | Buy |
18,136
+163
| +0.9% | +$16.8K | 0.05% | 239 |
|
|
2024
Q4 | $1.66M | Buy |
17,973
+70
| +0.4% | +$6.48K | 0.04% | 243 |
|
|
2024
Q3 | $1.86M | Sell |
17,903
-8
| -0% | -$832 | 0.05% | 235 |
|
|
2024
Q2 | $1.72M | Sell |
17,911
-422
| -2% | -$40.6K | 0.05% | 231 |
|
|
2024
Q1 | $1.82M | Buy |
18,333
+278
| +2% | +$27.6K | 0.05% | 231 |
|
|
2023
Q4 | $1.62M | Sell |
18,055
-841
| -4% | -$75.2K | 0.05% | 234 |
|
|
2023
Q3 | $1.52M | Sell |
18,896
-462
| -2% | -$37.1K | 0.05% | 236 |
|
|
2023
Q2 | $1.72M | Sell |
19,358
-272
| -1% | -$24.2K | 0.06% | 226 |
|
|
2023
Q1 | $1.66M | Sell |
19,630
-128
| -0.6% | -$10.8K | 0.06% | 226 |
|
|
2022
Q4 | $1.55M | Sell |
19,758
-192
| -1% | -$15K | 0.06% | 236 |
|
|
2022
Q3 | $1.27M | Buy |
19,950
+2,201
| +12% | +$140K | 0.05% | 250 |
|
|
2022
Q2 | $1.26M | Buy |
17,749
+519
| +3% | +$36.7K | 0.05% | 248 |
|
|
2022
Q1 | $1.33M | Buy |
17,230
+85
| +0.5% | +$6.54K | 0.05% | 252 |
|
|
2021
Q4 | $1.49M | Buy |
17,145
+1,562
| +10% | +$136K | 0.05% | 241 |
|
|
2021
Q3 | $1.28M | Sell |
15,583
-48
| -0.3% | -$3.95K | 0.05% | 243 |
|
|
2021
Q2 | $1.28M | Sell |
15,631
-1,707
| -10% | -$140K | 0.05% | 240 |
|
|
2021
Q1 | $1.19M | Sell |
17,338
-1,274
| -7% | -$87.2K | 0.05% | 241 |
|
|
2020
Q4 | $1.26M | Sell |
18,612
-952
| -5% | -$64.3K | 0.06% | 218 |
|
|
2020
Q3 | $1.22M | Buy |
19,564
+201
| +1% | +$12.5K | 0.07% | 199 |
|
|
2020
Q2 | $1.1M | Buy |
+19,363
| New | +$1.1M | 0.07% | 200 |
|