Abound Wealth 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 | $58.4K | Buy |
590
+3
| +0.5% | +$297 | 0.02% | 183 |
|
|
2025
Q1 | $60.6K | Buy |
587
+515
| +715% | +$53.2K | 0.02% | 164 |
|
|
2024
Q4 | $6.71K | Hold |
72
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $7.52K | Hold |
72
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $6.96K | Sell |
72
-5
| -6% | -$483 | ﹤0.01% | 432 |
|
|
2024
Q1 | $7.68K | Hold |
77
| – | – | ﹤0.01% | 428 |
|
|
2023
Q4 | $6.92K | Hold |
77
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $6.2K | Hold |
77
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $6.87K | Buy |
77
+10
| +15% | +$892 | ﹤0.01% | 414 |
|
|
2023
Q1 | $5.67K | Hold |
67
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $5.25K | Buy |
67
+47
| +235% | +$3.69K | ﹤0.01% | 341 |
|
|
2022
Q3 | $1.28K | Buy |
+20
| New | +$1.28K | ﹤0.01% | 567 |
|