Caldwell Trust’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 | $369K | Buy |
|
|||||
|
2025
Q2 | $389K | Buy |
|
|||||
|
2025
Q1 | $304K | Sell |
|
|||||
|
2024
Q4 | $389K | Sell |
|
|||||
|
2024
Q3 | $451K | Sell |
|
|||||
|
2024
Q2 | $425K | Sell |
|
|||||
|
2024
Q1 | $469K | Sell |
|
|||||
|
2023
Q4 | $437K | Hold |
|
|||||
|
2023
Q3 | $392K | Sell |
|
|||||
|
2023
Q2 | $449K | Sell |
|
|||||
|
2023
Q1 | $431K | Sell |
|
|||||
|
2022
Q4 | $501K | Sell |
|
|||||
|
2022
Q3 | $412K | Sell |
|
|||||
|
2022
Q2 | $458K | Sell |
|
|||||
|
2022
Q1 | $546K | Sell |
|
|||||
|
2021
Q4 | $648K | Sell |
|
|||||
|
2021
Q3 | $614K | Sell |
|
|||||
|
2021
Q2 | $668K | Buy |
|
|||||
|
2021
Q1 | $510K | Sell |
|
|||||
|
2020
Q4 | $529K | Sell |
|
|||||
|
2020
Q3 | $532K | Sell |
|
|||||
|
2020
Q2 | $739K | Buy |
|