Pointe Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Hold |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $446K | Hold |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $300K | Buy |
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