Abound Wealth 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 | $31.2K | Sell |
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|
2025
Q2 | $58.4K | Buy |
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|
2025
Q1 | $60.6K | Buy |
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|
2024
Q4 | $6.71K | Hold |
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|
2024
Q3 | $7.52K | Hold |
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|
2024
Q2 | $6.96K | Sell |
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|
2024
Q1 | $7.68K | Hold |
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|
2023
Q4 | $6.92K | Hold |
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|
2023
Q3 | $6.2K | Hold |
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|
2023
Q2 | $6.87K | Buy |
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|
2023
Q1 | $5.67K | Hold |
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|
2022
Q4 | $5.25K | Buy |
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|
2022
Q3 | $1.28K | Buy |
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