LCM Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
2,904
| – | – | 0.15% | 83 |
|
|
2025
Q1 | $300K | Sell |
2,904
-24
| -0.8% | -$2.48K | 0.18% | 76 |
|
|
2024
Q4 | $271K | Hold |
2,928
| – | – | 0.15% | 80 |
|
|
2024
Q3 | $304K | Sell |
2,928
-8
| -0.3% | -$832 | 0.18% | 68 |
|
|
2024
Q2 | $283K | Sell |
2,936
-13
| -0.4% | -$1.25K | 0.18% | 66 |
|
|
2024
Q1 | $293K | Sell |
2,949
-3
| -0.1% | -$298 | 0.19% | 70 |
|
|
2023
Q4 | $264K | Sell |
2,952
-14
| -0.5% | -$1.25K | 0.19% | 70 |
|
|
2023
Q3 | $238K | Sell |
2,966
-9
| -0.3% | -$723 | 0.19% | 76 |
|
|
2023
Q2 | $265K | Sell |
2,975
-9
| -0.3% | -$801 | 0.22% | 69 |
|
|
2023
Q1 | $252K | Hold |
2,984
| – | – | 0.22% | 70 |
|
|
2022
Q4 | $234K | Buy |
+2,984
| New | +$234K | 0.23% | 73 |
|
|
2022
Q3 | – | Sell |
-3,069
| Closed | -$217K | – | 87 |
|
|
2022
Q2 | $217K | Sell |
3,069
-12
| -0.4% | -$848 | 0.21% | 75 |
|
|
2022
Q1 | $237K | Buy |
3,081
+50
| +2% | +$3.85K | 0.19% | 80 |
|
|
2021
Q4 | $264K | Sell |
3,031
-21
| -0.7% | -$1.83K | 0.2% | 72 |
|
|
2021
Q3 | $251K | Sell |
3,052
-61
| -2% | -$5.02K | 0.21% | 73 |
|
|
2021
Q2 | $255K | Sell |
3,113
-57
| -2% | -$4.67K | 0.21% | 70 |
|
|
2021
Q1 | $217K | Sell |
3,170
-132
| -4% | -$9.04K | 0.19% | 76 |
|
|
2020
Q4 | $220K | Buy |
+3,302
| New | +$220K | 0.21% | 68 |
|