Clearstead Advisors’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 | $1.13M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $991K | Sell |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $489K | Buy |
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