CWC
Carolinas Wealth Consulting’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-640
| Closed | -$66K | – | 663 |
|
|
2025
Q1 | $66K | Sell |
640
-84
| -12% | -$8.67K | 0.01% | 313 |
|
|
2024
Q4 | $67.1K | Hold |
724
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $75.3K | Sell |
724
-5
| -0.7% | -$520 | 0.01% | 308 |
|
|
2024
Q2 | $70.2K | Hold |
729
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $72.4K | Sell |
729
-3,241
| -82% | -$322K | 0.01% | 322 |
|
|
2023
Q4 | $65.2K | Hold |
3,970
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $56.7K | Hold |
3,970
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $64.9K | Sell |
3,970
-6
| -0.2% | -$98 | 0.01% | 315 |
|
|
2023
Q1 | $62.2K | Hold |
3,976
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $57.9K | Hold |
3,976
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $48K | Hold |
3,976
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $53K | Buy |
3,976
+3,278
| +470% | +$43.7K | 0.01% | 319 |
|
|
2022
Q1 | $54K | Hold |
698
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $61K | Sell |
698
-13
| -2% | -$1.14K | 0.01% | 337 |
|
|
2021
Q3 | $58K | Buy |
711
+13
| +2% | +$1.06K | 0.01% | 322 |
|
|
2021
Q2 | $57K | Sell |
698
-366
| -34% | -$29.9K | 0.01% | 346 |
|
|
2021
Q1 | $73K | Sell |
1,064
-3
| -0.3% | -$206 | 0.02% | 304 |
|
|
2020
Q4 | $72K | Buy |
1,067
+655
| +159% | +$44.2K | 0.02% | 276 |
|
|
2020
Q3 | $26K | Sell |
412
-49
| -11% | -$3.09K | 0.01% | 361 |
|
|
2020
Q2 | $26K | Buy |
+461
| New | +$26K | 0.01% | 264 |
|