Avion Wealth’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 | $7K | Buy |
73
+8
| +12% | +$767 | ﹤0.01% | 552 |
|
|
2025
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $6K | Buy |
65
+10
| +18% | +$923 | ﹤0.01% | 506 |
|
|
2024
Q3 | $5K | Sell |
55
-10
| -15% | -$909 | ﹤0.01% | 527 |
|
|
2024
Q2 | $6K | Buy |
65
+15
| +30% | +$1.39K | ﹤0.01% | 437 |
|
|
2024
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $4K | Buy |
50
+32
| +178% | +$2.56K | ﹤0.01% | 443 |
|
|
2023
Q3 | $1K | Sell |
18
-12
| -40% | -$667 | ﹤0.01% | 694 |
|
|
2023
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 488 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 308 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 263 |
|