Acima Private Wealth’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 | $64.4K | Hold |
650
| – | – | 0.02% | 143 |
|
|
2025
Q1 | $67.1K | Hold |
650
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $60.2K | Hold |
650
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $67.6K | Hold |
650
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $62.6K | Hold |
650
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $64.5K | Hold |
650
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $58.2K | Hold |
650
| – | – | 0.02% | 159 |
|
|
2023
Q3 | $52.2K | Sell |
650
-184
| -22% | -$14.8K | 0.02% | 164 |
|
|
2023
Q2 | $74.2K | Hold |
834
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $70.4K | Hold |
834
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $65.3K | Hold |
834
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $53.2K | Hold |
834
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $58.9K | Hold |
834
| – | – | 0.03% | 153 |
|
|
2022
Q1 | $64K | Hold |
834
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $73K | Hold |
834
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $69K | Hold |
834
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $68K | Hold |
834
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $57K | Hold |
834
| – | – | 0.03% | 158 |
|
|
2020
Q4 | $56K | Hold |
834
| – | – | 0.03% | 154 |
|
|
2020
Q3 | $52K | Hold |
834
| – | – | 0.03% | 150 |
|
|
2020
Q2 | $47K | Buy |
+834
| New | +$47K | 0.03% | 162 |
|