CX Institutional’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 | $526K | Buy |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $167K | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $194K | Buy |
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|
2021
Q1 | $148K | Sell |
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|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $151K | Buy |
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