Aaron Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,392
-984
| -18% | -$97.4K | 0.04% | 274 |
|
|
2025
Q1 | $555K | Buy |
5,376
+1,792
| +50% | +$185K | 0.06% | 193 |
|
|
2024
Q4 | $332K | Buy |
+3,584
| New | +$332K | 0.04% | 296 |
|
|
2022
Q2 | – | Sell |
-16,467
| Closed | -$214K | – | 647 |
|
|
2022
Q1 | $214K | Buy |
+16,467
| New | +$214K | ﹤0.01% | 774 |
|