Cherry Tree 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
$100K Sell
2025
Q1
$106K Hold
2024
Q4
$95.3K Hold
2024
Q3
$107K Hold
2024
Q2
$99.1K Hold
2024
Q1
$102K Hold
2023
Q4
$92.1K Hold
2023
Q3
$82.6K Hold
2023
Q2
$91.6K Buy