Avantax Advisory Services’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 | $2.19M | Buy |
|
|||||
|
2025
Q1 | $1.96M | Sell |
|
|||||
|
2024
Q4 | $2.91M | Buy |
|
|||||
|
2024
Q3 | $3.15M | Buy |
|
|||||
|
2024
Q2 | $2.9M | Buy |
|
|||||
|
2024
Q1 | $2.29M | Hold |
|
|||||
|
2023
Q4 | $2.06M | Sell |
|
|||||
|
2023
Q3 | $1.95M | Sell |
|
|||||
|
2023
Q2 | $2.2M | Sell |
|
|||||
|
2023
Q1 | $2.14M | Buy |
|
|||||
|
2022
Q4 | $1.03M | Sell |
|
|||||
|
2022
Q3 | $848K | Buy |
|
|||||
|
2022
Q2 | $644K | Buy |
|
|||||
|
2022
Q1 | $691K | Buy |
|
|||||
|
2021
Q4 | $696K | Buy |
|
|||||
|
2021
Q3 | $619K | Buy |
|
|||||
|
2021
Q2 | $535K | Buy |
|
|||||
|
2021
Q1 | $429K | Sell |
|
|||||
|
2020
Q4 | $434K | Sell |
|
|||||
|
2020
Q3 | $682K | Buy |
|
|||||
|
2020
Q2 | $482K | Buy |
|