CWM
CIBC World Markets’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
49,703
+1,740
| +4% | +$172K | 0.03% | 330 |
|
|
2025
Q1 | $4.95M | Sell |
47,963
-15,123
| -24% | -$1.56M | 0.04% | 300 |
|
|
2024
Q4 | $5.84M | Buy |
63,086
+8,507
| +16% | +$788K | 0.03% | 329 |
|
|
2024
Q3 | $5.67M | Buy |
54,579
+2,392
| +5% | +$249K | 0.04% | 298 |
|
|
2024
Q2 | $5.02M | Buy |
52,187
+11,352
| +28% | +$1.09M | 0.03% | 310 |
|
|
2024
Q1 | $4.05M | Sell |
40,835
-11,917
| -23% | -$1.18M | 0.03% | 372 |
|
|
2023
Q4 | $4.72M | Buy |
52,752
+30,026
| +132% | +$2.69M | 0.03% | 358 |
|
|
2023
Q3 | $1.83M | Sell |
22,726
-25,720
| -53% | -$2.07M | 0.02% | 386 |
|
|
2023
Q2 | $4.31M | Buy |
48,446
+27,467
| +131% | +$2.44M | 0.04% | 325 |
|
|
2023
Q1 | $1.77M | Sell |
20,979
-170,997
| -89% | -$14.4M | 0.03% | 383 |
|
|
2022
Q4 | $15M | Buy |
191,976
+24,150
| +14% | +$1.89M | 0.1% | 143 |
|
|
2022
Q3 | $10.7M | Sell |
167,826
-23,139
| -12% | -$1.48M | 0.15% | 77 |
|
|
2022
Q2 | $13.5M | Buy |
190,965
+3,683
| +2% | +$260K | 0.13% | 106 |
|
|
2022
Q1 | $14.4M | Sell |
187,282
-80,209
| -30% | -$6.17M | 0.11% | 130 |
|
|
2021
Q4 | $23.3M | Buy |
267,491
+243,432
| +1,012% | +$21.2M | 0.12% | 109 |
|
|
2021
Q3 | $1.98M | Sell |
24,059
-3,949
| -14% | -$325K | 0.01% | 425 |
|
|
2021
Q2 | $2.29M | Sell |
28,008
-310,856
| -92% | -$25.4M | 0.02% | 406 |
|
|
2021
Q1 | $23.2M | Buy |
338,864
+263,833
| +352% | +$18.1M | 0.14% | 111 |
|
|
2020
Q4 | $5.07M | Sell |
75,031
-86,662
| -54% | -$5.85M | 0.03% | 362 |
|
|
2020
Q3 | $10.1M | Buy |
161,693
+5,771
| +4% | +$360K | 0.1% | 192 |
|
|
2020
Q2 | $8.87M | Buy |
+155,922
| New | +$8.87M | 0.1% | 176 |
|