AllSquare Wealth Management’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 | $134K | Hold |
1,350
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $139K | Hold |
1,350
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $125K | Hold |
1,350
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $140K | Hold |
1,350
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $130K | Hold |
1,350
| – | – | 0.08% | 129 |
|
|
2024
Q1 | $134K | Hold |
1,350
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $121K | Hold |
1,350
| – | – | 0.07% | 130 |
|
|
2023
Q3 | $108K | Hold |
1,350
| – | – | 0.07% | 133 |
|
|
2023
Q2 | $110K | Hold |
1,350
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $114K | Hold |
1,350
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $106K | Hold |
1,350
| – | – | 0.07% | 131 |
|
|
2022
Q3 | $86K | Hold |
1,350
| – | – | 0.06% | 139 |
|
|
2022
Q2 | $95K | Hold |
1,350
| – | – | 0.06% | 135 |
|
|
2022
Q1 | $104K | Hold |
1,350
| – | – | 0.06% | 145 |
|
|
2021
Q4 | $118K | Hold |
1,350
| – | – | 0.07% | 133 |
|
|
2021
Q3 | $111K | Sell |
1,350
-171
| -11% | -$14.1K | 0.07% | 134 |
|
|
2021
Q2 | $124K | Hold |
1,521
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $104K | Hold |
1,521
| – | – | 0.06% | 144 |
|
|
2020
Q4 | $103K | Buy |
1,521
+346
| +29% | +$23.4K | 0.07% | 137 |
|
|
2020
Q3 | $73K | Hold |
1,175
| – | – | 0.05% | 151 |
|
|
2020
Q2 | $67K | Buy |
+1,175
| New | +$67K | 0.05% | 151 |
|