CCMW
Cypress Capital Management (Wyoming)’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Hold |
500
| – | – | 0.05% | 85 |
|
|
2025
Q1 | $51.6K | Hold |
500
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $46.3K | Sell |
500
-100
| -17% | -$9.26K | 0.05% | 80 |
|
|
2024
Q3 | $62.4K | Hold |
600
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $57.8K | Hold |
600
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $59.6K | Hold |
600
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $53.7K | Sell |
600
-705
| -54% | -$63.1K | 0.06% | 74 |
|
|
2023
Q3 | $105K | Hold |
1,305
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $116K | Sell |
1,305
-25
| -2% | -$2.23K | 0.13% | 53 |
|
|
2023
Q1 | $112K | Sell |
1,330
-500
| -27% | -$42.2K | 0.13% | 53 |
|
|
2022
Q4 | $143K | Sell |
1,830
-450
| -20% | -$35.2K | 0.18% | 44 |
|
|
2022
Q3 | $145K | Hold |
2,280
| – | – | 0.21% | 41 |
|
|
2022
Q2 | $161K | Sell |
2,280
-450
| -16% | -$31.8K | 0.21% | 42 |
|
|
2022
Q1 | $210K | Sell |
2,730
-725
| -21% | -$55.8K | 0.25% | 42 |
|
|
2021
Q4 | $301K | Sell |
3,455
-62
| -2% | -$5.4K | 0.25% | 55 |
|
|
2021
Q3 | $289K | Sell |
3,517
-100
| -3% | -$8.22K | 0.24% | 61 |
|
|
2021
Q2 | $296K | Hold |
3,617
| – | – | 0.23% | 68 |
|
|
2021
Q1 | $248K | Sell |
3,617
-20
| -0.5% | -$1.37K | 0.22% | 70 |
|
|
2020
Q4 | $246K | Hold |
3,637
| – | – | 0.21% | 67 |
|
|
2020
Q3 | $238K | Hold |
3,637
| – | – | 0.21% | 67 |
|
|
2020
Q2 | $207K | Buy |
+3,637
| New | +$207K | 0.21% | 71 |
|