Cypress Capital Group’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 Q1	–	Sell	-6,058	Closed	-$561K	–	248
2024 Q4	$561K	Sell	6,058 -2,515	-29%	-$252K	0.07%	170
2024 Q3	$891K	Sell	8,573 -33	-0.4%	-$3.14K	0.1%	160
2024 Q2	$828K	Sell	8,606 -975	-10%	-$94K	0.1%	154
2024 Q1	$951K	Sell	9,581 -182	-2%	-$16.8K	0.11%	154
2023 Q4	$874K	Sell	9,763 -614	-6%	-$51.1K	0.11%	162
2023 Q3	$833K	Buy	10,377 +103	+1%	+$8.81K	0.12%	154
2023 Q2	$915K	Buy	10,274 +277	+3%	+$23.3K	0.13%	153
2023 Q1	$844K	Sell	9,997 -41	-0.4%	-$3.39K	0.13%	163
2022 Q4	$786K	Buy	10,038 +2,935	+41%	+$217K	0.12%	162
2022 Q3	$453K	Sell	7,103 -3,375	-32%	-$247K	0.08%	188
2022 Q2	$740K	Sell	10,478 -745	-7%	-$54.9K	0.11%	161
2022 Q1	$864K	Buy	11,223 +2,391	+27%	+$191K	0.11%	164
2021 Q4	$769K	Sell	8,832 -4,406	-33%	-$369K	0.1%	168
2021 Q3	$1.09M	Sell	13,238 -161	-1%	-$14.2K	0.15%	128
2021 Q2	$1.09M	Sell	13,399 -669	-5%	-$51.5K	0.15%	134
2021 Q1	$963K	Buy	14,068 +11,060	+368%	+$723K	0.14%	143
2020 Q4	$203K	Sell	3,008 -489	-14%	-$31.7K	0.03%	260
2020 Q3	$218K	Sell	3,497 -900	-20%	-$55K	0.04%	241
2020 Q2	$250K	Buy	+4,397	New	+$228K	0.05%	221