OCM
Osterweis Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-255
| Closed | -$26.3K | – | 390 |
|
|
2025
Q1 | $26.3K | Buy |
255
+5
| +2% | +$516 | ﹤0.01% | 168 |
|
|
2024
Q4 | $23.2K | Hold |
250
| – | – | ﹤0.01% | 186 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | ﹤0.01% | 181 |
|
|
2024
Q2 | $24.1K | Hold |
250
| – | – | ﹤0.01% | 184 |
|
|
2024
Q1 | $24.8K | Hold |
250
| – | – | ﹤0.01% | 177 |
|
|
2023
Q4 | $22.4K | Hold |
250
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $20.1K | Hold |
250
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $22.3K | Hold |
250
| – | – | ﹤0.01% | 190 |
|
|
2023
Q1 | $21.1K | Hold |
250
| – | – | ﹤0.01% | 189 |
|
|
2022
Q4 | $19.6K | Hold |
250
| – | – | ﹤0.01% | 203 |
|
|
2022
Q3 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 187 |
|