Founders Capital Management (Connecticut)’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
Q3 | $232K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $1.84M | Buy |
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