AA
Addison Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
3,494
+24
| +0.7% | +$2.38K | 0.09% | 158 |
|
|
2025
Q1 | $358K | Buy |
3,470
+5
| +0.1% | +$516 | 0.1% | 139 |
|
|
2024
Q4 | $321K | Sell |
3,465
-1
| -0% | -$93 | 0.09% | 143 |
|
|
2024
Q3 | $360K | Buy |
3,466
+3
| +0.1% | +$312 | 0.1% | 139 |
|
|
2024
Q2 | $333K | Buy |
3,463
+42
| +1% | +$4.04K | 0.11% | 141 |
|
|
2024
Q1 | $340K | Sell |
3,421
-53
| -2% | -$5.26K | 0.12% | 133 |
|
|
2023
Q4 | $311K | Buy |
3,474
+641
| +23% | +$57.4K | 0.12% | 127 |
|
|
2023
Q3 | $228K | Buy |
2,833
+91
| +3% | +$7.31K | 0.11% | 134 |
|
|
2023
Q2 | $244K | Sell |
2,742
-20
| -0.7% | -$1.78K | 0.12% | 129 |
|
|
2023
Q1 | $233K | Buy |
2,762
+105
| +4% | +$8.86K | 0.13% | 124 |
|
|
2022
Q4 | $208K | Buy |
2,657
+317
| +14% | +$24.8K | 0.12% | 127 |
|
|
2022
Q3 | $149K | Buy |
2,340
+1,104
| +89% | +$70.3K | 0.09% | 150 |
|
|
2022
Q2 | $87K | Sell |
1,236
-671
| -35% | -$47.2K | 0.05% | 206 |
|
|
2022
Q1 | $147K | Buy |
1,907
+996
| +109% | +$76.8K | 0.08% | 166 |
|
|
2021
Q4 | $79K | Buy |
911
+509
| +127% | +$44.1K | 0.05% | 204 |
|
|
2021
Q3 | $33K | Buy |
402
+4
| +1% | +$328 | 0.03% | 217 |
|
|
2021
Q2 | $33K | Buy |
+398
| New | +$33K | 0.03% | 219 |
|
|
2020
Q4 | $27K | Buy |
+398
| New | +$27K | 0.03% | 228 |
|