B. Riley Wealth Advisors’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 | $369K | Buy |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $694K | Sell |
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|
2024
Q2 | $642K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $689K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $332K | Buy |
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