AO
Advisor OS’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
3,256
+49
| +2% | +$4.85K | 0.03% | 344 |
|
|
2025
Q1 | $331K | Buy |
3,207
+35
| +1% | +$3.61K | 0.04% | 309 |
|
|
2024
Q4 | $294K | Buy |
3,172
+100
| +3% | +$9.26K | 0.03% | 329 |
|
|
2024
Q3 | $319K | Buy |
3,072
+513
| +20% | +$53.3K | 0.03% | 314 |
|
|
2024
Q2 | $246K | Buy |
2,559
+175
| +7% | +$16.8K | 0.03% | 338 |
|
|
2024
Q1 | $237K | Buy |
2,384
+32
| +1% | +$3.18K | 0.03% | 347 |
|
|
2023
Q4 | $211K | Buy |
+2,352
| New | +$211K | 0.03% | 316 |
|
|
2023
Q3 | – | Sell |
-2,315
| Closed | -$206K | – | 306 |
|
|
2023
Q2 | $206K | Buy |
+2,315
| New | +$206K | 0.03% | 283 |
|
|
2022
Q1 | – | Sell |
-2,594
| Closed | -$226K | – | 237 |
|
|
2021
Q4 | $226K | Buy |
2,594
+3
| +0.1% | +$261 | 0.05% | 230 |
|
|
2021
Q3 | $213K | Buy |
2,591
+2
| +0.1% | +$164 | 0.05% | 217 |
|
|
2021
Q2 | $211K | Buy |
+2,589
| New | +$211K | 0.04% | 216 |
|