CC
Courier Capital’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,566
| – | – | 0.02% | 345 |
|
|
2025
Q1 | $265K | Buy |
2,566
+150
| +6% | +$15.5K | 0.02% | 326 |
|
|
2024
Q4 | $224K | Sell |
2,416
-599
| -20% | -$55.5K | 0.02% | 339 |
|
|
2024
Q3 | $313K | Hold |
3,015
| – | – | 0.02% | 291 |
|
|
2024
Q2 | $290K | Hold |
3,015
| – | – | 0.02% | 283 |
|
|
2024
Q1 | $299K | Sell |
3,015
-724
| -19% | -$71.9K | 0.02% | 295 |
|
|
2023
Q4 | $335K | Sell |
3,739
-25
| -0.7% | -$2.24K | 0.03% | 282 |
|
|
2023
Q3 | $302K | Sell |
3,764
-25
| -0.7% | -$2.01K | 0.03% | 284 |
|
|
2023
Q2 | $337K | Sell |
3,789
-994
| -21% | -$88.5K | 0.03% | 291 |
|
|
2023
Q1 | $404K | Sell |
4,783
-587
| -11% | -$49.5K | 0.04% | 208 |
|
|
2022
Q4 | $421K | Sell |
5,370
-79
| -1% | -$6.19K | 0.05% | 199 |
|
|
2022
Q3 | $348K | Hold |
5,449
| – | – | 0.04% | 211 |
|
|
2022
Q2 | $385K | Sell |
5,449
-3,328
| -38% | -$235K | 0.05% | 198 |
|
|
2022
Q1 | $675K | Sell |
8,777
-1,407
| -14% | -$108K | 0.07% | 157 |
|
|
2021
Q4 | $887K | Sell |
10,184
-772
| -7% | -$67.2K | 0.08% | 140 |
|
|
2021
Q3 | $901K | Sell |
10,956
-1,099
| -9% | -$90.4K | 0.09% | 137 |
|
|
2021
Q2 | $986K | Sell |
12,055
-770
| -6% | -$63K | 0.09% | 137 |
|
|
2021
Q1 | $878K | Sell |
12,825
-584
| -4% | -$40K | 0.09% | 138 |
|
|
2020
Q4 | $906K | Sell |
13,409
-365
| -3% | -$24.7K | 0.1% | 126 |
|
|
2020
Q3 | $876K | Sell |
13,774
-11,452
| -45% | -$728K | 0.1% | 123 |
|
|
2020
Q2 | $1.43M | Sell |
25,226
-2,876
| -10% | -$162K | 0.18% | 94 |
|
|
2020
Q1 | $1.29M | Buy |
+28,102
| New | +$1.29M | 0.19% | 92 |
|