Cohen Klingenstein’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
Q3 | $2.15M | Hold |
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|
2025
Q2 | $2.33M | Hold |
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|
2025
Q1 | $2.43M | Hold |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $3.05M | Hold |
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|
2024
Q2 | $2.82M | Hold |
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|
2024
Q1 | $2.91M | Hold |
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|
2023
Q4 | $2.62M | Hold |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.79M | Hold |
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|
2023
Q1 | $2.64M | Hold |
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|
2022
Q4 | $2.45M | Hold |
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|
2022
Q3 | $2M | Hold |
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|
2022
Q2 | $2.21M | Hold |
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|
2022
Q1 | $2.41M | Hold |
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|
2021
Q4 | $2.73M | Sell |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $3.4M | Hold |
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|
2021
Q1 | $2.85M | Hold |
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|
2020
Q4 | $2.81M | Sell |
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|
2020
Q3 | $2.61M | Hold |
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|
2020
Q2 | $2.38M | Buy |
|