LGF
LGT Group Foundation’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
5,306
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $548K | Hold |
5,306
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $491K | Sell |
5,306
-210
| -4% | -$19.4K | 0.01% | 214 |
|
|
2024
Q3 | $578K | Buy |
5,516
+210
| +4% | +$22K | 0.01% | 227 |
|
|
2024
Q2 | $511K | Buy |
5,306
+2,721
| +105% | +$262K | 0.01% | 221 |
|
|
2024
Q1 | $257K | Sell |
2,585
-1,731
| -40% | -$172K | 0.01% | 225 |
|
|
2023
Q4 | $387K | Buy |
+4,316
| New | +$387K | 0.01% | 217 |
|
|
2023
Q3 | – | Sell |
-21,325
| Closed | -$1.9M | – | 266 |
|
|
2023
Q2 | $1.9M | Sell |
21,325
-4,029
| -16% | -$359K | 0.05% | 195 |
|
|
2023
Q1 | $2.14M | Sell |
25,354
-455
| -2% | -$38.4K | 0.06% | 192 |
|
|
2022
Q4 | $2.02M | Sell |
25,809
-133
| -0.5% | -$10.4K | 0.06% | 189 |
|
|
2022
Q3 | $1.66M | Hold |
25,942
| – | – | 0.06% | 171 |
|
|
2022
Q2 | $1.83M | Sell |
25,942
-975
| -4% | -$68.9K | 0.06% | 183 |
|
|
2022
Q1 | $2.05M | Buy |
26,917
+4,573
| +20% | +$349K | 0.05% | 190 |
|
|
2021
Q4 | $1.95M | Buy |
+22,344
| New | +$1.95M | 0.05% | 190 |
|