Baldwin Wealth Partners’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
Q3 | $10.5M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $86.7K | Buy |
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|
2024
Q2 | $55.4K | Sell |
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|
2024
Q1 | $81.9K | Sell |
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|
2023
Q4 | $89.5K | Hold |
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|
2023
Q3 | $80.3K | Sell |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $129K | Buy |
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