Cohen Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Hold |
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|
2025
Q1 | $4.95M | Hold |
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|
2024
Q4 | $4.44M | Hold |
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|
2024
Q3 | $4.99M | Buy |
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|
2024
Q2 | $4.59M | Hold |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $4.24M | Hold |
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|
2023
Q3 | $3.81M | Hold |
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|
2023
Q2 | $4.22M | Hold |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.73M | Hold |
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|
2022
Q3 | $3.04M | Hold |
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|
2022
Q2 | $3.37M | Hold |
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|
2022
Q1 | $3.67M | Hold |
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|
2021
Q4 | $4.15M | Hold |
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|
2021
Q3 | $3.92M | Hold |
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|
2021
Q2 | $3.9M | Sell |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $2.08M | Hold |
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|
2020
Q2 | $1.89M | Buy |
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