CSIC
Clifford Swan Investment Counsel’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
43,855
-261
| -0.6% | -$25.8K | 0.15% | 112 |
|
|
2025
Q1 | $4.55M | Buy |
44,116
+176
| +0.4% | +$18.2K | 0.17% | 112 |
|
|
2024
Q4 | $4.07M | Sell |
43,940
-646
| -1% | -$59.8K | 0.15% | 118 |
|
|
2024
Q3 | $4.63M | Sell |
44,586
-953
| -2% | -$99.1K | 0.16% | 112 |
|
|
2024
Q2 | $4.38M | Sell |
45,539
-1,388
| -3% | -$134K | 0.16% | 113 |
|
|
2024
Q1 | $4.66M | Sell |
46,927
-193
| -0.4% | -$19.2K | 0.17% | 112 |
|
|
2023
Q4 | $4.22M | Sell |
47,120
-805
| -2% | -$72K | 0.16% | 117 |
|
|
2023
Q3 | $3.85M | Sell |
47,925
-663
| -1% | -$53.2K | 0.16% | 113 |
|
|
2023
Q2 | $4.32M | Sell |
48,588
-381
| -0.8% | -$33.9K | 0.17% | 114 |
|
|
2023
Q1 | $4.13M | Sell |
48,969
-1,155
| -2% | -$97.5K | 0.17% | 115 |
|
|
2022
Q4 | $3.93M | Sell |
50,124
-153
| -0.3% | -$12K | 0.17% | 115 |
|
|
2022
Q3 | $3.21M | Buy |
50,277
+939
| +2% | +$59.9K | 0.15% | 115 |
|
|
2022
Q2 | $3.49M | Sell |
49,338
-1,401
| -3% | -$99K | 0.15% | 117 |
|
|
2022
Q1 | $3.9M | Sell |
50,739
-2,507
| -5% | -$193K | 0.14% | 117 |
|
|
2021
Q4 | $4.64M | Sell |
53,246
-296
| -0.6% | -$25.8K | 0.16% | 116 |
|
|
2021
Q3 | $4.33M | Sell |
53,542
-7,562
| -12% | -$612K | 0.16% | 119 |
|
|
2021
Q2 | $5.55M | Sell |
61,104
-6,007
| -9% | -$545K | 0.21% | 108 |
|
|
2021
Q1 | $4.59M | Buy |
67,111
+1,749
| +3% | +$120K | 0.19% | 108 |
|
|
2020
Q4 | $4.42M | Sell |
65,362
-1,329
| -2% | -$89.8K | 0.19% | 111 |
|
|
2020
Q3 | $4.16M | Sell |
66,691
-733
| -1% | -$45.8K | 0.2% | 107 |
|
|
2020
Q2 | $3.83M | Buy |
+67,424
| New | +$3.83M | 0.2% | 106 |
|