CarsonAllaria Wealth Management’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
Q2 | $39.2K | Hold |
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|
2025
Q1 | $40.8K | Hold |
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|
2024
Q4 | $36.6K | Hold |
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|
2024
Q3 | $41.1K | Buy |
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|
2024
Q2 | $38K | Hold |
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|
2024
Q1 | $39.2K | Hold |
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|
2023
Q4 | $35.3K | Hold |
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|
2023
Q3 | $31.7K | Hold |
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|
2023
Q2 | $35.1K | Hold |
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|
2023
Q1 | $33.3K | Hold |
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|
2022
Q4 | $31K | Hold |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $38K | Buy |
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