Acima Private Wealth’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 | $59.4K | Hold |
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|
2025
Q2 | $64.4K | Hold |
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|
2025
Q1 | $67.1K | Hold |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $67.6K | Hold |
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|
2024
Q2 | $62.6K | Hold |
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|
2024
Q1 | $64.5K | Hold |
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|
2023
Q4 | $58.2K | Hold |
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|
2023
Q3 | $52.2K | Sell |
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|
2023
Q2 | $74.2K | Hold |
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|
2023
Q1 | $70.4K | Hold |
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|
2022
Q4 | $65.3K | Hold |
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|
2022
Q3 | $53.2K | Hold |
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|
2022
Q2 | $58.9K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $47K | Buy |
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