Baker Tilly 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
$375K Buy
2022
Q4
Sell
2022
Q3
$302K Sell
2022
Q2
$337K Buy
2022
Q1
$343K Buy
2021
Q4
$332K Sell
2021
Q3
$316K Buy
2021
Q2
$254K Buy