Cornerstone Planning Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78K | Sell |
90
-218
| -71% | -$18.8K | ﹤0.01% | 620 |
|
|
2025
Q1 | $28.4K | Sell |
308
-61
| -17% | -$5.63K | 0.01% | 335 |
|
|
2024
Q4 | $36.1K | Buy |
369
+12
| +3% | +$1.17K | 0.01% | 225 |
|
|
2024
Q3 | $36.2K | Sell |
357
-5
| -1% | -$507 | 0.01% | 227 |
|
|
2024
Q2 | $33.8K | Sell |
362
-22
| -6% | -$2.06K | 0.01% | 248 |
|
|
2024
Q1 | $35.4K | Sell |
384
-99
| -20% | -$9.12K | 0.01% | 212 |
|
|
2023
Q4 | $43.2K | Hold |
483
| – | – | 0.01% | 203 |
|
|
2023
Q3 | $38.8K | Sell |
483
-32
| -6% | -$2.57K | 0.01% | 211 |
|
|
2023
Q2 | $45.8K | Buy |
+515
| New | +$45.8K | 0.02% | 258 |
|
|
2022
Q4 | $32.7K | Buy |
+410
| New | +$32.7K | 0.01% | 336 |
|