Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.67M | Buy |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $876K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $611K | Hold |
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|
2020
Q3 | $611K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $611K | Hold |
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|
2019
Q4 | $611K | Hold |
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|
2019
Q3 | $611K | Hold |
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|
2019
Q2 | $611K | Hold |
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|
2019
Q1 | $611K | Buy |
|