CPA
OTIS icon

Compass Planning Associates’s Otis Worldwide OTIS Stock Holding History

Compass Planning Associates’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.11K Hold
52
– – ﹤0.01% 112
2025
Q1 		$5.33K Hold
52
– – 0.01% 114
2024
Q4 		$4.78K Buy
+52
New +$4.78K ﹤0.01% 120