Caldwell Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
3,933
+989
|
|
||||
|
2025
Q1 | $304K | Sell |
2,944
-1,255
|
|
||||
|
2024
Q4 | $389K | Sell |
4,199
-138
|
|
||||
|
2024
Q3 | $451K | Sell |
4,337
-75
|
|
||||
|
2024
Q2 | $425K | Sell |
4,412
-315
|
|
||||
|
2024
Q1 | $469K | Sell |
4,727
-153
|
|
||||
|
2023
Q4 | $437K | Hold |
4,880
|
|
||||
|
2023
Q3 | $392K | Sell |
4,880
-162
|
|
||||
|
2023
Q2 | $449K | Sell |
5,042
-65
|
|
||||
|
2023
Q1 | $431K | Sell |
5,107
-1,290
|
|
||||
|
2022
Q4 | $501K | Sell |
6,397
-64
|
|
||||
|
2022
Q3 | $412K | Sell |
6,461
-17
|
|
||||
|
2022
Q2 | $458K | Sell |
6,478
-612
|
|
||||
|
2022
Q1 | $546K | Sell |
7,090
-358
|
|
||||
|
2021
Q4 | $648K | Sell |
7,448
-20
|
|
||||
|
2021
Q3 | $614K | Sell |
7,468
-705
|
|
||||
|
2021
Q2 | $668K | Buy |
8,173
+718
|
|
||||
|
2021
Q1 | $510K | Sell |
7,455
-381
|
|
||||
|
2020
Q4 | $529K | Sell |
7,836
-689
|
|
||||
|
2020
Q3 | $532K | Sell |
8,525
-4,472
|
|
||||
|
2020
Q2 | $739K | Buy |
+12,997
|
|