Advisor OS’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
Q2 | $322K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | $211K | Buy |
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