CIBC Private Wealth Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186M | Sell |
1,876,606
-11,114
| -0.6% | -$1.1M | 0.33% | 85 |
|
|
2025
Q1 | $172M | Sell |
1,887,720
-1,178,558
| -38% | -$107M | 0.36% | 76 |
|
|
2024
Q4 | $281M | Sell |
3,066,278
-82,600
| -3% | -$7.58M | 0.51% | 52 |
|
|
2024
Q3 | $327M | Sell |
3,148,878
-9,971
| -0.3% | -$1.04M | 0.59% | 47 |
|
|
2024
Q2 | $308M | Sell |
3,158,849
-43,928
| -1% | -$4.28M | 0.58% | 45 |
|
|
2024
Q1 | $316M | Sell |
3,202,777
-85,162
| -3% | -$8.39M | 0.62% | 44 |
|
|
2023
Q4 | $294M | Sell |
3,287,939
-92,037
| -3% | -$8.23M | 0.62% | 41 |
|
|
2023
Q3 | $271M | Sell |
3,379,976
-75,410
| -2% | -$6.06M | 0.64% | 42 |
|
|
2023
Q2 | $308M | Sell |
3,455,386
-49,795
| -1% | -$4.43M | 0.67% | 39 |
|
|
2023
Q1 | $124M | Sell |
3,505,181
-30,182
| -0.9% | -$1.06M | 0.27% | 87 |
|
|
2022
Q4 | $261M | Buy |
3,535,363
+146,726
| +4% | +$10.8M | 0.88% | 36 |
|
|
2022
Q3 | $216M | Buy |
3,388,637
+62,802
| +2% | +$4.01M | 0.58% | 56 |
|
|
2022
Q2 | $235M | Buy |
3,325,835
+36,334
| +1% | +$2.57M | 0.61% | 50 |
|
|
2022
Q1 | $253M | Buy |
3,289,501
+5,034
| +0.2% | +$387K | 0.55% | 56 |
|
|
2021
Q4 | $286M | Buy |
3,284,467
+11,831
| +0.4% | +$1.03M | 0.59% | 50 |
|
|
2021
Q3 | $269M | Buy |
3,272,636
+26,488
| +0.8% | +$2.18M | 0.63% | 45 |
|
|
2021
Q2 | $265M | Buy |
3,246,148
+16,515
| +0.5% | +$1.35M | 0.61% | 45 |
|
|
2021
Q1 | $221M | Buy |
3,229,633
+867,666
| +37% | +$59.4M | 0.56% | 56 |
|
|
2020
Q4 | $160M | Buy |
2,361,967
+90,212
| +4% | +$6.09M | 0.42% | 64 |
|
|
2020
Q3 | $142M | Buy |
2,271,755
+506,113
| +29% | +$31.6M | 0.43% | 61 |
|
|
2020
Q2 | $100M | Buy |
+1,765,642
| New | +$100M | 0.49% | 60 |
|