Atlantic Edge Private 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
$103K Hold
2025
Q1
$107K Hold
2024
Q4
$96.4K Hold
2024
Q3
$108K Hold
2024
Q2
$100K Sell
2024
Q1
$117K Hold
2023
Q4
$106K Buy