Bradley & Co Private Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Hold |
230
| – | – | 0.01% | 99 |
|
|
2025
Q1 | $23.7K | Hold |
230
| – | – | 0.02% | 96 |
|
|
2024
Q4 | $21.3K | Buy |
+230
| New | +$21.3K | 0.01% | 98 |
|
|
2024
Q2 | $22.1K | Hold |
230
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $22.8K | Hold |
230
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $20.6K | Hold |
230
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $18.5K | Hold |
230
| – | – | 0.02% | 100 |
|
|
2023
Q2 | $20.5K | Hold |
230
| – | – | 0.02% | 96 |
|
|
2023
Q1 | $19.4K | Hold |
230
| – | – | 0.02% | 100 |
|
|
2022
Q4 | $18K | Hold |
230
| – | – | 0.02% | 100 |
|
|
2022
Q3 | $15K | Hold |
230
| – | – | 0.02% | 112 |
|
|
2022
Q2 | $16K | Hold |
230
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $18K | Hold |
230
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $20K | Hold |
230
| – | – | 0.02% | 120 |
|
|
2021
Q3 | $19K | Hold |
230
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $19K | Hold |
230
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $16K | Buy |
+230
| New | +$16K | 0.01% | 129 |
|