Cedar Mountain Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
173
| – | – | ﹤0.01% | 169 |
|
|
2025
Q1 | $17.8K | Hold |
173
| – | – | ﹤0.01% | 162 |
|
|
2024
Q4 | $16K | Hold |
173
| – | – | ﹤0.01% | 174 |
|
|
2024
Q3 | $18K | Hold |
173
| – | – | ﹤0.01% | 158 |
|
|
2024
Q2 | $16.6K | Buy |
173
+1
| +0.6% | +$96 | ﹤0.01% | 150 |
|
|
2024
Q1 | $17.1K | Hold |
172
| – | – | ﹤0.01% | 150 |
|
|
2023
Q4 | $15.4K | Hold |
172
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $13.8K | Hold |
172
| – | – | ﹤0.01% | 145 |
|
|
2023
Q2 | $15.3K | Hold |
172
| – | – | ﹤0.01% | 133 |
|
|
2023
Q1 | $14.5K | Hold |
172
| – | – | ﹤0.01% | 133 |
|
|
2022
Q4 | $13.5K | Hold |
172
| – | – | ﹤0.01% | 139 |
|
|
2022
Q3 | $11K | Hold |
172
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $12K | Hold |
172
| – | – | ﹤0.01% | 154 |
|
|
2022
Q1 | $13K | Buy |
172
+1
| +0.6% | +$76 | ﹤0.01% | 153 |
|
|
2021
Q4 | $15K | Hold |
171
| – | – | ﹤0.01% | 147 |
|
|
2021
Q3 | $14K | Hold |
171
| – | – | ﹤0.01% | 142 |
|
|
2021
Q2 | $14K | Sell |
171
-100
| -37% | -$8.19K | ﹤0.01% | 139 |
|
|
2021
Q1 | $19K | Buy |
271
+182
| +204% | +$12.8K | 0.01% | 129 |
|
|
2020
Q4 | $6K | Hold |
89
| – | – | ﹤0.01% | 202 |
|
|
2020
Q3 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 181 |
|