Axxcess Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $241K | Sell |
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|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $296K | Buy |
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