Atlas 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
2024
Q1
$235K Buy
2023
Q4
$212K Buy
2023
Q3
Sell
2023
Q2
$211K Buy
2021
Q2
Sell
2021
Q1
$75K Sell
2020
Q4
$105K Sell
2020
Q3
$104K Buy
2020
Q2
$93K Buy