LC
Lincoln Capital’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
73,689
+353
| +0.5% | +$35K | 1.4% | 17 |
|
|
2025
Q1 | $7.26M | Sell |
73,336
-2,558
| -3% | -$253K | 1.52% | 15 |
|
|
2024
Q4 | $7.03M | Sell |
75,894
-212
| -0.3% | -$19.6K | 1.48% | 18 |
|
|
2024
Q3 | $7.91M | Sell |
76,106
-1,161
| -2% | -$121K | 1.67% | 16 |
|
|
2024
Q2 | $7.44M | Sell |
77,267
-248
| -0.3% | -$23.9K | 1.66% | 16 |
|
|
2024
Q1 | $7.69M | Sell |
77,515
-211
| -0.3% | -$20.9K | 1.71% | 16 |
|
|
2023
Q4 | $6.96M | Sell |
77,726
-326
| -0.4% | -$29.2K | 1.7% | 16 |
|
|
2023
Q3 | $6.27M | Buy |
78,052
+1,373
| +2% | +$110K | 1.65% | 17 |
|
|
2023
Q2 | $6.83M | Sell |
76,679
-26
| -0% | -$2.31K | 1.76% | 16 |
|
|
2023
Q1 | $6.45M | Buy |
76,705
+113
| +0.1% | +$9.51K | 1.78% | 16 |
|
|
2022
Q4 | $6M | Sell |
76,592
-2,662
| -3% | -$208K | 1.73% | 16 |
|
|
2022
Q3 | $5.06M | Buy |
79,254
+2,583
| +3% | +$165K | 1.57% | 16 |
|
|
2022
Q2 | $5.42M | Buy |
76,671
+2,545
| +3% | +$180K | 1.52% | 17 |
|
|
2022
Q1 | $5.7M | Sell |
74,126
-756
| -1% | -$58.2K | 1.34% | 16 |
|
|
2021
Q4 | $6.52M | Buy |
74,882
+543
| +0.7% | +$47.3K | 1.61% | 15 |
|
|
2021
Q3 | $6.12M | Buy |
74,339
+2,111
| +3% | +$174K | 1.66% | 14 |
|
|
2021
Q2 | $5.91M | Buy |
72,228
+451
| +0.6% | +$36.9K | 1.66% | 15 |
|
|
2021
Q1 | $4.91M | Buy |
71,777
+62,351
| +661% | +$4.27M | 1.53% | 16 |
|
|
2020
Q4 | $631K | Buy |
9,426
+1,798
| +24% | +$120K | 0.21% | 50 |
|
|
2020
Q3 | $476K | Buy |
7,628
+3,310
| +77% | +$207K | 0.17% | 54 |
|
|
2020
Q2 | $246K | Buy |
+4,318
| New | +$246K | 0.1% | 74 |
|