AE Wealth Management’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 | $381K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $855K | Buy |
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|
2023
Q1 | $792K | Buy |
|
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $814K | Sell |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $630K | Sell |
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|
2020
Q2 | $613K | Buy |
|