Carson Wealth (CWM LLC)’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 | $2.41M | Buy |
24,369
+7,893
| +48% | +$782K | 0.01% | 888 |
|
|
2025
Q1 | $1.7M | Sell |
16,476
-1,047
| -6% | -$108K | 0.01% | 883 |
|
|
2024
Q4 | $1.62M | Sell |
17,523
-204
| -1% | -$18.9K | 0.01% | 865 |
|
|
2024
Q3 | $1.84M | Buy |
17,727
+181
| +1% | +$18.8K | 0.01% | 741 |
|
|
2024
Q2 | $1.69M | Buy |
17,546
+1,439
| +9% | +$139K | 0.01% | 690 |
|
|
2024
Q1 | $1.6M | Buy |
16,107
+1,955
| +14% | +$194K | 0.01% | 684 |
|
|
2023
Q4 | $1.27M | Buy |
14,152
+652
| +5% | +$58.3K | 0.01% | 711 |
|
|
2023
Q3 | $1.08M | Buy |
13,500
+326
| +2% | +$26.2K | 0.01% | 710 |
|
|
2023
Q2 | $1.17M | Sell |
13,174
-379
| -3% | -$33.7K | 0.01% | 658 |
|
|
2023
Q1 | $1.14M | Buy |
13,553
+2,362
| +21% | +$199K | 0.01% | 629 |
|
|
2022
Q4 | $876K | Buy |
11,191
+504
| +5% | +$39.5K | 0.01% | 652 |
|
|
2022
Q3 | $682K | Buy |
10,687
+2,588
| +32% | +$165K | 0.01% | 663 |
|
|
2022
Q2 | $572K | Buy |
8,099
+947
| +13% | +$66.9K | ﹤0.01% | 698 |
|
|
2022
Q1 | $550K | Sell |
7,152
-553
| -7% | -$42.5K | ﹤0.01% | 701 |
|
|
2021
Q4 | $671K | Buy |
+7,705
| New | +$671K | ﹤0.01% | 656 |
|
|
2021
Q2 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2020
Q4 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2020
Q3 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2020
Q2 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2019
Q4 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2019
Q2 | $611K | Hold |
7,471
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $611K | Buy |
+7,471
| New | +$611K | ﹤0.01% | 641 |
|