CI Investments Inc’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 | $1.19M | Buy |
11,986
+31
| +0.3% | +$3.07K | ﹤0.01% | 411 |
|
|
2025
Q1 | $1.23M | Buy |
11,955
+1,133
| +10% | +$117K | 0.01% | 395 |
|
|
2024
Q4 | $1M | Buy |
10,822
+3,524
| +48% | +$326K | ﹤0.01% | 413 |
|
|
2024
Q3 | $759K | Buy |
7,298
+471
| +7% | +$49K | ﹤0.01% | 433 |
|
|
2024
Q2 | $657K | Buy |
6,827
+91
| +1% | +$8.76K | ﹤0.01% | 440 |
|
|
2024
Q1 | $669K | Buy |
6,736
+920
| +16% | +$91.4K | ﹤0.01% | 443 |
|
|
2023
Q4 | $520K | Buy |
5,816
+4,571
| +367% | +$409K | ﹤0.01% | 444 |
|
|
2023
Q3 | $100K | Buy |
1,245
+55
| +5% | +$4.42K | ﹤0.01% | 825 |
|
|
2023
Q2 | $106K | Buy |
1,190
+87
| +8% | +$7.75K | ﹤0.01% | 776 |
|
|
2023
Q1 | $93K | Sell |
1,103
-79
| -7% | -$6.66K | ﹤0.01% | 755 |
|
|
2022
Q4 | $93K | Buy |
1,182
+617
| +109% | +$48.5K | ﹤0.01% | 767 |
|
|
2022
Q3 | $36K | Buy |
565
+513
| +987% | +$32.7K | ﹤0.01% | 901 |
|
|
2022
Q2 | $4K | Sell |
52
-1
| -2% | -$77 | ﹤0.01% | 1105 |
|
|
2022
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 1159 |
|
|
2021
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q3 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 1095 |
|