BSW Wealth Partners’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 | $317K | Sell |
3,202
-580
| -15% | -$57.4K | 0.04% | 234 |
|
|
2025
Q1 | $390K | Sell |
3,782
-411
| -10% | -$42.4K | 0.06% | 196 |
|
|
2024
Q4 | $388K | Buy |
4,193
+206
| +5% | +$19.1K | 0.06% | 191 |
|
|
2024
Q3 | $414K | Buy |
3,987
+918
| +30% | +$95.4K | 0.06% | 179 |
|
|
2024
Q2 | $295K | Sell |
3,069
-131
| -4% | -$12.6K | 0.05% | 211 |
|
|
2024
Q1 | $318K | Buy |
3,200
+896
| +39% | +$88.9K | 0.05% | 212 |
|
|
2023
Q4 | $206K | Buy |
+2,304
| New | +$206K | 0.04% | 257 |
|
|
2022
Q4 | – | Sell |
-3,312
| Closed | -$211K | – | 324 |
|
|
2022
Q3 | $211K | Buy |
+3,312
| New | +$211K | 0.05% | 248 |
|