Pointe Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
4,326
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $446K | Hold |
4,326
| – | – | 0.26% | 95 |
|
|
2024
Q4 | $401K | Hold |
4,326
| – | – | 0.23% | 103 |
|
|
2024
Q3 | $450K | Hold |
4,326
| – | – | 0.26% | 98 |
|
|
2024
Q2 | $416K | Hold |
4,326
| – | – | 0.26% | 98 |
|
|
2024
Q1 | $429K | Hold |
4,326
| – | – | 0.26% | 97 |
|
|
2023
Q4 | $387K | Sell |
4,326
-250
| -5% | -$22.4K | 0.27% | 96 |
|
|
2023
Q3 | $367K | Hold |
4,576
| – | – | 0.27% | 92 |
|
|
2023
Q2 | $407K | Hold |
4,576
| – | – | 0.31% | 89 |
|
|
2023
Q1 | $386K | Hold |
4,576
| – | – | 0.28% | 87 |
|
|
2022
Q4 | $358K | Hold |
4,576
| – | – | 0.27% | 92 |
|
|
2022
Q3 | $292K | Hold |
4,576
| – | – | 0.23% | 108 |
|
|
2022
Q2 | $323K | Hold |
4,576
| – | – | 0.24% | 107 |
|
|
2022
Q1 | $352K | Hold |
4,576
| – | – | 0.22% | 114 |
|
|
2021
Q4 | $398K | Sell |
4,576
-200
| -4% | -$17.4K | 0.24% | 103 |
|
|
2021
Q3 | $393K | Hold |
4,776
| – | – | 0.27% | 99 |
|
|
2021
Q2 | $391K | Hold |
4,776
| – | – | 0.28% | 100 |
|
|
2021
Q1 | $327K | Sell |
4,776
-70
| -1% | -$4.79K | 0.23% | 105 |
|
|
2020
Q4 | $327K | Sell |
4,846
-425
| -8% | -$28.7K | 0.28% | 101 |
|
|
2020
Q3 | $329K | Hold |
5,271
| – | – | 0.29% | 94 |
|
|
2020
Q2 | $300K | Buy |
+5,271
| New | +$300K | 0.27% | 106 |
|