Caldwell Sutter Capital’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Hold
2025
Q2
$125K Hold
2025
Q1
$131K Sell
2024
Q4
$127K Hold
2024
Q3
$142K Hold
2024
Q2
$131K Hold
2024
Q1
$136K Hold
2023
Q4
$122K Sell
2023
Q3
$110K Hold
2023
Q2
$122K Buy