Axxcess Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
3,264
-32
| -1% | -$3.17K | 0.01% | 699 |
|
|
2025
Q1 | $340K | Sell |
3,296
-31
| -0.9% | -$3.2K | 0.01% | 645 |
|
|
2024
Q4 | $308K | Sell |
3,327
-57
| -2% | -$5.28K | 0.01% | 664 |
|
|
2024
Q3 | $352K | Sell |
3,384
-795
| -19% | -$82.6K | 0.01% | 640 |
|
|
2024
Q2 | $402K | Sell |
4,179
-3,781
| -48% | -$364K | 0.01% | 572 |
|
|
2024
Q1 | $790K | Buy |
7,960
+3,818
| +92% | +$379K | 0.02% | 427 |
|
|
2023
Q4 | $371K | Buy |
+4,142
| New | +$371K | 0.01% | 584 |
|
|
2023
Q2 | – | Sell |
-3,780
| Closed | -$319K | – | 658 |
|
|
2023
Q1 | $319K | Hold |
3,780
| – | – | 0.02% | 459 |
|
|
2022
Q4 | $296K | Buy |
+3,780
| New | +$296K | 0.02% | 450 |
|