AMCA
Arthur M. Cohen & Associates’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
14,000
| – | – | 0.24% | 55 |
|
|
2025
Q1 | $1.44M | Hold |
14,000
| – | – | 0.28% | 48 |
|
|
2024
Q4 | $1.3M | Hold |
14,000
| – | – | 0.23% | 58 |
|
|
2024
Q3 | $1.45M | Sell |
14,000
-1,000
| -7% | -$104K | 0.26% | 51 |
|
|
2024
Q2 | $1.44M | Hold |
15,000
| – | – | 0.26% | 48 |
|
|
2024
Q1 | $1.49M | Hold |
15,000
| – | – | 0.31% | 44 |
|
|
2023
Q4 | $1.34M | Hold |
15,000
| – | – | 0.32% | 48 |
|
|
2023
Q3 | $1.2M | Hold |
15,000
| – | – | 0.31% | 50 |
|
|
2023
Q2 | $1.34M | Hold |
15,000
| – | – | 0.33% | 45 |
|
|
2023
Q1 | $1.27M | Hold |
15,000
| – | – | 0.34% | 47 |
|
|
2022
Q4 | $1.17M | Hold |
15,000
| – | – | 0.32% | 48 |
|
|
2022
Q3 | $957K | Hold |
15,000
| – | – | 0.26% | 53 |
|
|
2022
Q2 | $1.06M | Hold |
15,000
| – | – | 0.26% | 53 |
|
|
2022
Q1 | $1.15M | Hold |
15,000
| – | – | 0.24% | 57 |
|
|
2021
Q4 | $1.31M | Hold |
15,000
| – | – | 0.24% | 56 |
|
|
2021
Q3 | $1.23M | Hold |
15,000
| – | – | 0.25% | 57 |
|
|
2021
Q2 | $1.23M | Hold |
15,000
| – | – | 0.24% | 61 |
|
|
2021
Q1 | $1.03M | Sell |
15,000
-1,000
| -6% | -$68.5K | 0.24% | 63 |
|
|
2020
Q4 | $1.08M | Sell |
16,000
-3,800
| -19% | -$257K | 0.25% | 59 |
|
|
2020
Q3 | $1.24M | Sell |
19,800
-1,282
| -6% | -$80K | 0.32% | 46 |
|
|
2020
Q2 | $1.2M | Buy |
+21,082
| New | +$1.2M | 0.36% | 41 |
|