CAM
Cacti Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-400
| Closed | -$40.8K | – | 77 |
|
|
2025
Q1 | $40.8K | Sell |
400
-5,365
| -93% | -$548K | ﹤0.01% | 73 |
|
|
2024
Q4 | $534K | Sell |
5,765
-32,639
| -85% | -$3.02M | 0.04% | 58 |
|
|
2024
Q3 | $3.8M | Hold |
38,404
| – | – | 0.28% | 29 |
|
|
2024
Q2 | $3.69M | Hold |
38,404
| – | – | 0.29% | 29 |
|
|
2024
Q1 | $3.75M | Sell |
38,404
-1,397
| -4% | -$136K | 0.3% | 29 |
|
|
2023
Q4 | $3.57M | Sell |
39,801
-174
| -0.4% | -$15.6K | 0.3% | 29 |
|
|
2023
Q3 | $3.21M | Hold |
39,975
| – | – | 0.3% | 28 |
|
|
2023
Q2 | $3.56M | Hold |
39,975
| – | – | 0.31% | 28 |
|
|
2023
Q1 | $3.37M | Sell |
39,975
-75
| -0.2% | -$6.33K | 0.3% | 28 |
|
|
2022
Q4 | $3.14M | Hold |
40,050
| – | – | 0.29% | 28 |
|
|
2022
Q3 | $2.56M | Hold |
40,050
| – | – | 0.26% | 31 |
|
|
2022
Q2 | $2.83M | Hold |
40,050
| – | – | 0.26% | 30 |
|
|
2022
Q1 | $3.14M | Hold |
40,050
| – | – | 0.24% | 31 |
|
|
2021
Q4 | $3.49M | Hold |
40,050
| – | – | 0.27% | 32 |
|
|
2021
Q3 | $3.3M | Sell |
40,050
-284
| -0.7% | -$23.4K | 0.27% | 32 |
|
|
2021
Q2 | $3.29M | Hold |
40,334
| – | – | 0.27% | 32 |
|
|
2021
Q1 | $2.76M | Sell |
40,334
-2,716
| -6% | -$186K | 0.24% | 33 |
|
|
2020
Q4 | $2.87M | Buy |
43,050
+15,476
| +56% | +$1.03M | 0.28% | 31 |
|
|
2020
Q3 | $1.72M | Sell |
27,574
-16,476
| -37% | -$1.03M | 0.2% | 37 |
|
|
2020
Q2 | $2.51M | Buy |
+44,050
| New | +$2.51M | 0.29% | 29 |
|