Aprio 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 | $283K | Sell |
2,856
-1,080
| -27% | -$107K | 0.03% | 305 |
|
|
2025
Q1 | $406K | Buy |
3,936
+316
| +9% | +$32.6K | 0.05% | 209 |
|
|
2024
Q4 | $335K | Buy |
3,620
+896
| +33% | +$83K | 0.05% | 190 |
|
|
2024
Q3 | $283K | Sell |
2,724
-254
| -9% | -$26.4K | 0.05% | 207 |
|
|
2024
Q2 | $287K | Buy |
2,978
+482
| +19% | +$46.4K | 0.05% | 175 |
|
|
2024
Q1 | $248K | Buy |
+2,496
| New | +$248K | 0.05% | 187 |
|