Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68.2K | Buy |
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|
2024
Q3 | $72.7K | Sell |
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|
2024
Q2 | $70.5K | Hold |
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|
2024
Q1 | $72.7K | Hold |
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|
2023
Q4 | $65.5K | Sell |
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|
2023
Q3 | $70.9K | Hold |
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|
2023
Q2 | $78.5K | Buy |
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|
2023
Q1 | $71.7K | Hold |
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|
2022
Q4 | $66.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $75K | Buy |
|