FCMC
Founders Capital Management (Connecticut)’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
2,537
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $262K | Hold |
2,537
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $235K | Hold |
2,537
| – | – | 0.04% | 70 |
|
|
2024
Q3 | $264K | Sell |
2,537
-75
| -3% | -$7.8K | 0.05% | 72 |
|
|
2024
Q2 | $251K | Buy |
2,612
+87
| +3% | +$8.38K | 0.05% | 74 |
|
|
2024
Q1 | $251K | Buy |
2,525
+75
| +3% | +$7.45K | 0.05% | 78 |
|
|
2023
Q4 | $219K | Buy |
+2,450
| New | +$219K | 0.04% | 77 |
|
|
2023
Q3 | – | Sell |
-2,450
| Closed | -$218K | – | 77 |
|
|
2023
Q2 | $218K | Hold |
2,450
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $207K | Buy |
+2,450
| New | +$207K | 0.05% | 72 |
|
|
2022
Q1 | – | Sell |
-2,342
| Closed | -$204K | – | 71 |
|
|
2021
Q4 | $204K | Buy |
+2,342
| New | +$204K | 0.04% | 65 |
|
|
2021
Q1 | – | Sell |
-30,812
| Closed | -$2.08M | – | 75 |
|
|
2020
Q4 | $2.08M | Sell |
30,812
-1,036
| -3% | -$70K | 0.6% | 37 |
|
|
2020
Q3 | $1.99M | Sell |
31,848
-559
| -2% | -$34.9K | 0.63% | 34 |
|
|
2020
Q2 | $1.84M | Buy |
+32,407
| New | +$1.84M | 0.63% | 33 |
|