CWM
Connecticut Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
105,038
+101
| +0.1% | +$10K | 0.5% | 33 |
|
|
2025
Q1 | $10.8M | Buy |
104,937
+4,045
| +4% | +$417K | 0.57% | 27 |
|
|
2024
Q4 | $9.34M | Sell |
100,892
-18
| -0% | -$1.67K | 0.46% | 30 |
|
|
2024
Q3 | $10.5M | Buy |
100,910
+576
| +0.6% | +$59.9K | 0.51% | 33 |
|
|
2024
Q2 | $9.66M | Sell |
100,334
-937
| -0.9% | -$90.2K | 0.5% | 36 |
|
|
2024
Q1 | $10.1M | Sell |
101,271
-6,131
| -6% | -$609K | 0.54% | 31 |
|
|
2023
Q4 | $9.61M | Buy |
107,402
+33
| +0% | +$2.95K | 0.55% | 31 |
|
|
2023
Q3 | $8.62M | Buy |
107,369
+186
| +0.2% | +$14.9K | 0.59% | 31 |
|
|
2023
Q2 | $9.54M | Sell |
107,183
-276
| -0.3% | -$24.6K | 0.66% | 28 |
|
|
2023
Q1 | $9.07M | Sell |
107,459
-205,671
| -66% | -$17.4M | 0.69% | 28 |
|
|
2022
Q4 | $24.5M | Sell |
313,130
-135,790
| -30% | -$10.6M | 2.08% | 15 |
|
|
2022
Q3 | $28.6M | Sell |
448,920
-12
| -0% | -$766 | 2.67% | 12 |
|
|
2022
Q2 | $31.7M | Buy |
448,932
+769
| +0.2% | +$54.3K | 2.77% | 10 |
|
|
2022
Q1 | $34.5M | Buy |
448,163
+135,990
| +44% | +$10.5M | 2.64% | 14 |
|
|
2021
Q4 | $27.2M | Sell |
312,173
-466
| -0.1% | -$40.6K | 2.11% | 15 |
|
|
2021
Q3 | $25.7M | Sell |
312,639
-322
| -0.1% | -$26.5K | 2.24% | 14 |
|
|
2021
Q2 | $25.6M | Sell |
312,961
-761
| -0.2% | -$62.2K | 2.25% | 14 |
|
|
2021
Q1 | $21.5M | Sell |
313,722
-2,695
| -0.9% | -$184K | 1.96% | 15 |
|
|
2020
Q4 | $21.4M | Sell |
316,417
-2,689
| -0.8% | -$182K | 2.27% | 15 |
|
|
2020
Q3 | $19.9M | Sell |
319,106
-554
| -0.2% | -$34.6K | 2.2% | 14 |
|
|
2020
Q2 | $18.2M | Buy |
+319,660
| New | +$18.2M | 2.26% | 16 |
|