Arkadios Wealth Advisors’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 | $744K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $650K | Sell |
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|
2021
Q3 | $810K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $43.4K | Sell |
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|
2020
Q2 | $38.9K | Buy |
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