Atria Wealth Solutions’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 | – | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $240K | Buy |
|