Whittier 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 | $1.14M | Sell |
11,471
-1,197
| -9% | -$119K | 0.01% | 368 |
|
|
2025
Q1 | $1.31M | Sell |
12,668
-241
| -2% | -$24.9K | 0.02% | 340 |
|
|
2024
Q4 | $1.2M | Sell |
12,909
-227
| -2% | -$21K | 0.02% | 362 |
|
|
2024
Q3 | $1.37M | Sell |
13,136
-74
| -0.6% | -$7.69K | 0.02% | 330 |
|
|
2024
Q2 | $1.27M | Sell |
13,210
-197
| -1% | -$19K | 0.02% | 323 |
|
|
2024
Q1 | $1.33M | Sell |
13,407
-133
| -1% | -$13.2K | 0.02% | 314 |
|
|
2023
Q4 | $1.21M | Sell |
13,540
-541
| -4% | -$48.4K | 0.02% | 323 |
|
|
2023
Q3 | $1.13M | Sell |
14,081
-552
| -4% | -$44.3K | 0.02% | 324 |
|
|
2023
Q2 | $1.3M | Sell |
14,633
-31
| -0.2% | -$2.76K | 0.02% | 317 |
|
|
2023
Q1 | $1.24M | Sell |
14,664
-312
| -2% | -$26.3K | 0.02% | 322 |
|
|
2022
Q4 | $1.17M | Sell |
14,976
-224
| -1% | -$17.5K | 0.02% | 325 |
|
|
2022
Q3 | $970K | Sell |
15,200
-778
| -5% | -$49.6K | 0.02% | 343 |
|
|
2022
Q2 | $1.13M | Sell |
15,978
-817
| -5% | -$57.7K | 0.02% | 336 |
|
|
2022
Q1 | $1.29M | Buy |
16,795
+36
| +0.2% | +$2.77K | 0.02% | 332 |
|
|
2021
Q4 | $1.46M | Buy |
16,759
+329
| +2% | +$28.6K | 0.02% | 314 |
|
|
2021
Q3 | $1.35M | Sell |
16,430
-230
| -1% | -$18.9K | 0.02% | 320 |
|
|
2021
Q2 | $1.36M | Sell |
16,660
-4,872
| -23% | -$399K | 0.02% | 320 |
|
|
2021
Q1 | $1.47M | Sell |
21,532
-2,449
| -10% | -$168K | 0.03% | 304 |
|
|
2020
Q4 | $1.62M | Sell |
23,981
-2,001
| -8% | -$135K | 0.03% | 273 |
|
|
2020
Q3 | $1.62M | Sell |
25,982
-1,690
| -6% | -$105K | 0.04% | 268 |
|
|
2020
Q2 | $1.57M | Buy |
+27,672
| New | +$1.57M | 0.04% | 251 |
|