CTWM
Cherry Tree Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
1,011
-18
| -2% | -$1.78K | 0.02% | 216 |
|
|
2025
Q1 | $106K | Hold |
1,029
| – | – | 0.03% | 209 |
|
|
2024
Q4 | $95.3K | Hold |
1,029
| – | – | 0.02% | 213 |
|
|
2024
Q3 | $107K | Hold |
1,029
| – | – | 0.03% | 207 |
|
|
2024
Q2 | $99.1K | Hold |
1,029
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $102K | Hold |
1,029
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $92.1K | Hold |
1,029
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $82.6K | Hold |
1,029
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $91.6K | Buy |
+1,029
| New | +$91.6K | 0.03% | 198 |
|