Caldwell Sutter Capital’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 | $125K | Hold |
1,266
| – | – | 0.06% | 258 |
|
|
2025
Q1 | $131K | Sell |
1,266
-100
| -7% | -$10.3K | 0.06% | 246 |
|
|
2024
Q4 | $127K | Hold |
1,366
| – | – | 0.06% | 251 |
|
|
2024
Q3 | $142K | Hold |
1,366
| – | – | 0.07% | 244 |
|
|
2024
Q2 | $131K | Hold |
1,366
| – | – | 0.07% | 242 |
|
|
2024
Q1 | $136K | Hold |
1,366
| – | – | 0.07% | 242 |
|
|
2023
Q4 | $122K | Sell |
1,366
-4
| -0.3% | -$358 | 0.06% | 241 |
|
|
2023
Q3 | $110K | Hold |
1,370
| – | – | 0.06% | 242 |
|
|
2023
Q2 | $122K | Buy |
+1,370
| New | +$122K | 0.06% | 232 |
|