Atticus 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 | $31.9K | Hold |
322
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $33.2K | Hold |
322
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $29.8K | Hold |
322
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $33.5K | Sell |
322
-2
| -0.6% | -$208 | 0.01% | 279 |
|
|
2024
Q2 | $31.2K | Hold |
324
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $32.2K | Hold |
324
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $29K | Hold |
324
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $26K | Hold |
324
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $28.8K | Hold |
324
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $27.3K | Sell |
324
-107
| -25% | -$9.03K | 0.01% | 296 |
|
|
2022
Q4 | $33.8K | Sell |
431
-45
| -9% | -$3.52K | 0.01% | 289 |
|
|
2022
Q3 | $34K | Hold |
476
| – | – | 0.02% | 270 |
|
|
2022
Q2 | $34K | Buy |
476
+419
| +735% | +$29.9K | 0.01% | 293 |
|
|
2022
Q1 | $4K | Buy |
57
+45
| +375% | +$3.16K | ﹤0.01% | 479 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 425 |
|