Center for Financial Planning’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 | $58.1K | Sell |
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|
2025
Q2 | $70.3K | Sell |
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|
2025
Q1 | $76.4K | Sell |
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|
2024
Q4 | $69.4K | Sell |
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|
2024
Q3 | $78.2K | Sell |
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|
2024
Q2 | $78.9K | Hold |
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|
2024
Q1 | $81.4K | Hold |
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|
2023
Q4 | $73.4K | Hold |
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|
2023
Q3 | $65.9K | Hold |
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|
2023
Q2 | $73K | Hold |
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|
2023
Q1 | $69.2K | Sell |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $93K | Hold |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $78K | Buy |
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