CWM
Circle Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.36M | Hold |
32,510
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $3.01M | Hold |
32,510
| – | – | 0.06% | 58 |
|
|
2024
Q3 | $3.38M | Hold |
32,510
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $3.13M | Sell |
32,510
-296
| -0.9% | -$28.5K | 0.07% | 53 |
|
|
2024
Q1 | $3.26M | Hold |
32,806
| – | – | 0.08% | 55 |
|
|
2023
Q4 | $2.94M | Sell |
32,806
-13
| -0% | -$1.16K | 0.07% | 58 |
|
|
2023
Q3 | $2.64M | Buy |
+32,819
| New | +$2.64M | 0.07% | 59 |
|