Compass 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
Q4 | – | Sell |
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|
2025
Q3 | $870K | Hold |
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|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $997K | Hold |
|
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|
2024
Q4 | $895K | Hold |
|
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|
2024
Q3 | $1M | Sell |
|
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|
2024
Q2 | $973K | Hold |
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|
2024
Q1 | $1M | Sell |
|
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|
2023
Q4 | $929K | Hold |
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|
2023
Q3 | $834K | Sell |
|
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $902K | Buy |
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