Cypress Capital 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
Q1 | – | Sell |
-6,058
| Closed | -$561K | – | 248 |
|
|
2024
Q4 | $561K | Sell |
6,058
-2,515
| -29% | -$233K | 0.07% | 170 |
|
|
2024
Q3 | $891K | Sell |
8,573
-33
| -0.4% | -$3.43K | 0.1% | 160 |
|
|
2024
Q2 | $828K | Sell |
8,606
-975
| -10% | -$93.9K | 0.1% | 154 |
|
|
2024
Q1 | $951K | Sell |
9,581
-182
| -2% | -$18.1K | 0.11% | 154 |
|
|
2023
Q4 | $874K | Sell |
9,763
-614
| -6% | -$54.9K | 0.11% | 162 |
|
|
2023
Q3 | $833K | Buy |
10,377
+103
| +1% | +$8.27K | 0.12% | 154 |
|
|
2023
Q2 | $915K | Buy |
10,274
+277
| +3% | +$24.7K | 0.13% | 153 |
|
|
2023
Q1 | $844K | Sell |
9,997
-41
| -0.4% | -$3.46K | 0.13% | 163 |
|
|
2022
Q4 | $786K | Buy |
10,038
+2,935
| +41% | +$230K | 0.12% | 162 |
|
|
2022
Q3 | $453K | Sell |
7,103
-3,375
| -32% | -$215K | 0.08% | 188 |
|
|
2022
Q2 | $740K | Sell |
10,478
-745
| -7% | -$52.6K | 0.11% | 161 |
|
|
2022
Q1 | $864K | Buy |
11,223
+2,391
| +27% | +$184K | 0.11% | 164 |
|
|
2021
Q4 | $769K | Sell |
8,832
-4,406
| -33% | -$384K | 0.1% | 168 |
|
|
2021
Q3 | $1.09M | Sell |
13,238
-161
| -1% | -$13.2K | 0.15% | 128 |
|
|
2021
Q2 | $1.1M | Sell |
13,399
-669
| -5% | -$54.7K | 0.15% | 134 |
|
|
2021
Q1 | $963K | Buy |
14,068
+11,060
| +368% | +$757K | 0.14% | 143 |
|
|
2020
Q4 | $203K | Sell |
3,008
-489
| -14% | -$33K | 0.03% | 260 |
|
|
2020
Q3 | $218K | Sell |
3,497
-900
| -20% | -$56.1K | 0.04% | 241 |
|
|
2020
Q2 | $250K | Buy |
+4,397
| New | +$250K | 0.05% | 221 |
|