CWM
CarsonAllaria Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2K | Hold |
395
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $40.8K | Hold |
395
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $36.6K | Hold |
395
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $41.1K | Buy |
395
+1
| +0.3% | +$104 | 0.02% | 140 |
|
|
2024
Q2 | $38K | Hold |
394
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $39.2K | Hold |
394
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $35.3K | Hold |
394
| – | – | 0.03% | 133 |
|
|
2023
Q3 | $31.7K | Hold |
394
| – | – | 0.03% | 135 |
|
|
2023
Q2 | $35.1K | Hold |
394
| – | – | 0.03% | 129 |
|
|
2023
Q1 | $33.3K | Hold |
394
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $31K | Hold |
394
| – | – | 0.03% | 131 |
|
|
2022
Q3 | $25K | Buy |
394
+1
| +0.3% | +$63 | 0.02% | 134 |
|
|
2022
Q2 | $28K | Sell |
393
-46
| -10% | -$3.28K | 0.03% | 134 |
|
|
2022
Q1 | $34K | Buy |
439
+1
| +0.2% | +$77 | 0.03% | 129 |
|
|
2021
Q4 | $38K | Buy |
+438
| New | +$38K | 0.03% | 134 |
|