CKW Financial Group’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 | $10K | Hold |
103
| – | – | ﹤0.01% | 122 |
|
|
2025
Q1 | $11K | Buy |
103
+1
| +1% | +$107 | ﹤0.01% | 121 |
|
|
2024
Q4 | $9K | Hold |
102
| – | – | ﹤0.01% | 193 |
|
|
2024
Q3 | $11K | Hold |
102
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $10K | Sell |
102
-300
| -75% | -$29.4K | ﹤0.01% | 178 |
|
|
2023
Q4 | $36K | Buy |
402
+1
| +0.2% | +$90 | 0.01% | 150 |
|
|
2023
Q3 | $32K | Hold |
401
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $36K | Hold |
401
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $34K | Hold |
401
| – | – | 0.01% | 128 |
|
|
2022
Q4 | $31K | Hold |
401
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $26K | Buy |
401
+1
| +0.3% | +$65 | ﹤0.01% | 141 |
|
|
2022
Q2 | $29K | Hold |
400
| – | – | ﹤0.01% | 137 |
|
|
2022
Q1 | $31K | Hold |
400
| – | – | ﹤0.01% | 141 |
|
|
2021
Q4 | $30K | Buy |
400
+50
| +14% | +$3.75K | ﹤0.01% | 147 |
|
|
2021
Q3 | $29K | Hold |
350
| – | – | ﹤0.01% | 148 |
|
|
2021
Q2 | $29K | Sell |
350
-100
| -22% | -$8.29K | ﹤0.01% | 152 |
|
|
2021
Q1 | $31K | Hold |
450
| – | – | 0.01% | 128 |
|
|
2020
Q4 | $30K | Sell |
450
-100
| -18% | -$6.67K | 0.01% | 122 |
|
|
2020
Q3 | $34K | Hold |
550
| – | – | 0.01% | 114 |
|
|
2020
Q2 | $31K | Buy |
+550
| New | +$31K | 0.01% | 110 |
|