Capital Fund Management (CFM)’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 | $32.5M | Buy |
328,703
+127,860
| +64% | +$12.7M | 0.09% | 63 |
|
|
2025
Q1 | $20.7M | Buy |
200,843
+143,580
| +251% | +$14.8M | 0.06% | 97 |
|
|
2024
Q4 | $5.3M | Sell |
57,263
-37,103
| -39% | -$3.44M | 0.01% | 395 |
|
|
2024
Q3 | $9.81M | Buy |
94,366
+61,094
| +184% | +$6.35M | 0.03% | 230 |
|
|
2024
Q2 | $3.2M | Buy |
33,272
+5,502
| +20% | +$530K | 0.01% | 399 |
|
|
2024
Q1 | $2.76M | Buy |
+27,770
| New | +$2.76M | 0.01% | 417 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 989 |
|
|
2023
Q3 | – | Sell |
-86,256
| Closed | -$7.68M | – | 897 |
|
|
2023
Q2 | $7.68M | Buy |
86,256
+37,138
| +76% | +$3.31M | 0.03% | 210 |
|
|
2023
Q1 | $4.15M | Buy |
+49,118
| New | +$4.15M | 0.02% | 249 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 780 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 866 |
|
|
2021
Q4 | – | Sell |
-34,700
| Closed | -$2.86M | – | 835 |
|
|
2021
Q3 | $2.86M | Buy |
+34,700
| New | +$2.86M | 0.02% | 253 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 803 |
|