LI
Louisbourg Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
21,541
-2,350
| -10% | -$203K | 0.44% | 76 |
|
|
2025
Q1 | $2.11M | Sell |
23,891
-8,273
| -26% | -$729K | 0.57% | 67 |
|
|
2024
Q4 | $2.44M | Sell |
32,164
-3,669
| -10% | -$279K | 0.64% | 60 |
|
|
2024
Q3 | $3.11M | Buy |
35,833
+400
| +1% | +$34.7K | 0.79% | 52 |
|
|
2024
Q2 | $2.82M | Sell |
35,433
-90
| -0.3% | -$7.17K | 0.79% | 50 |
|
|
2024
Q1 | $2.94M | Sell |
35,523
-65
| -0.2% | -$5.37K | 0.82% | 47 |
|
|
2023
Q4 | $2.69M | Buy |
+35,588
| New | +$2.69M | 0.81% | 48 |
|