Bogart Wealth LLC’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 | $2.62K | Buy |
34
+20
| +143% | +$1.75K | ﹤0.01% | 1216 |
|
|
2025
Q4 | $1.22K | Sell |
14
-7
| -33% | -$626 | ﹤0.01% | 1275 |
|
|
2025
Q3 | $1.92K | Buy |
21
+7
| +50% | +$635 | ﹤0.01% | 1166 |
|
|
2025
Q2 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 1166 |
|
|
2025
Q1 | $1.45K | Hold |
14
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1.3K | Hold |
14
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $1.46K | Hold |
14
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q2 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $1.39K | Sell |
14
-51
| -78% | -$4.71K | ﹤0.01% | 945 |
|
|
2023
Q4 | $5.79K | Buy |
65
+51
| +364% | +$4.24K | ﹤0.01% | 720 |
|
|
2023
Q3 | $1.12K | Hold |
14
| – | – | ﹤0.01% | 951 |
|
|
2023
Q2 | $1.25K | Sell |
14
-29
| -67% | -$2.44K | ﹤0.01% | 936 |
|
|
2023
Q1 | $3.63K | Sell |
43
-71
| -62% | -$5.88K | ﹤0.01% | 797 |
|
|
2022
Q4 | $8.93K | Hold |
114
| – | – | ﹤0.01% | 576 |
|
|
2022
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 638 |
|
|
2022
Q2 | $8K | Buy |
114
+100
| +714% | +$7.37K | ﹤0.01% | 579 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 693 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 651 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 604 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 476 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$725 | ﹤0.01% | 429 |
|
Other funds holding OTIS
VCM
VPM
