CCM
Cohen Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Hold |
47,996
| – | – | 0.77% | 41 |
|
|
2025
Q1 | $4.95M | Hold |
47,996
| – | – | 0.85% | 35 |
|
|
2024
Q4 | $4.44M | Hold |
47,996
| – | – | 0.74% | 39 |
|
|
2024
Q3 | $4.99M | Buy |
47,996
+310
| +0.7% | +$32.2K | 0.81% | 33 |
|
|
2024
Q2 | $4.59M | Hold |
47,686
| – | – | 0.79% | 35 |
|
|
2024
Q1 | $4.73M | Buy |
47,686
+292
| +0.6% | +$29K | 0.83% | 33 |
|
|
2023
Q4 | $4.24M | Hold |
47,394
| – | – | 0.81% | 33 |
|
|
2023
Q3 | $3.81M | Hold |
47,394
| – | – | 0.78% | 36 |
|
|
2023
Q2 | $4.22M | Hold |
47,394
| – | – | 0.82% | 34 |
|
|
2023
Q1 | $4M | Sell |
47,394
-251
| -0.5% | -$21.2K | 0.81% | 36 |
|
|
2022
Q4 | $3.73M | Hold |
47,645
| – | – | 0.76% | 35 |
|
|
2022
Q3 | $3.04M | Hold |
47,645
| – | – | 0.67% | 37 |
|
|
2022
Q2 | $3.37M | Hold |
47,645
| – | – | 0.69% | 43 |
|
|
2022
Q1 | $3.67M | Hold |
47,645
| – | – | 0.64% | 43 |
|
|
2021
Q4 | $4.15M | Hold |
47,645
| – | – | 0.68% | 46 |
|
|
2021
Q3 | $3.92M | Hold |
47,645
| – | – | 0.68% | 50 |
|
|
2021
Q2 | $3.9M | Sell |
47,645
-8
| -0% | -$654 | 0.66% | 51 |
|
|
2021
Q1 | $3.26M | Buy |
47,653
+15,600
| +49% | +$1.07M | 0.6% | 57 |
|
|
2020
Q4 | $2.17M | Sell |
32,053
-1,189
| -4% | -$80.3K | 0.43% | 69 |
|
|
2020
Q3 | $2.08M | Hold |
33,242
| – | – | 0.47% | 68 |
|
|
2020
Q2 | $1.89M | Buy |
+33,242
| New | +$1.89M | 0.46% | 62 |
|