SCM
Schnieders Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,179
-2,034
| -48% | -$201K | 0.04% | 211 |
|
|
2025
Q1 | $435K | Hold |
4,213
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $390K | Hold |
4,213
| – | – | 0.08% | 144 |
|
|
2024
Q3 | $438K | Buy |
4,213
+69
| +2% | +$7.17K | 0.08% | 142 |
|
|
2024
Q2 | $399K | Hold |
4,144
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $411K | Hold |
4,144
| – | – | 0.08% | 136 |
|
|
2023
Q4 | $371K | Sell |
4,144
-1,378
| -25% | -$123K | 0.08% | 141 |
|
|
2023
Q3 | $443K | Hold |
5,522
| – | – | 0.1% | 118 |
|
|
2023
Q2 | $492K | Hold |
5,522
| – | – | 0.1% | 118 |
|
|
2023
Q1 | $466K | Sell |
5,522
-500
| -8% | -$42.2K | 0.1% | 126 |
|
|
2022
Q4 | $472K | Buy |
6,022
+1,370
| +29% | +$107K | 0.11% | 119 |
|
|
2022
Q3 | $297K | Buy |
+4,652
| New | +$297K | 0.08% | 155 |
|
|
2022
Q1 | – | Sell |
-2,534
| Closed | -$221K | – | 212 |
|
|
2021
Q4 | $221K | Buy |
+2,534
| New | +$221K | 0.05% | 191 |
|