CAG
OTIS icon

Cypress Advisory Group’s Otis Worldwide OTIS Stock Holding History

Cypress Advisory Group’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$282K Sell
2,850
-50
-2% -$4.95K 0.22% 62
2025
Q1 		$299K Hold
2,900
– – 0.27% 56
2024
Q4 		$269K Buy
+2,900
New +$269K 0.25% 55