CWM
Compass Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Sell |
9,515
-150
| -2% | -$14.9K | 0.22% | 86 |
|
|
2025
Q1 | $997K | Hold |
9,665
| – | – | 0.25% | 82 |
|
|
2024
Q4 | $895K | Hold |
9,665
| – | – | 0.22% | 83 |
|
|
2024
Q3 | $1M | Sell |
9,665
-443
| -4% | -$46K | 0.24% | 83 |
|
|
2024
Q2 | $973K | Hold |
10,108
| – | – | 0.24% | 86 |
|
|
2024
Q1 | $1M | Sell |
10,108
-275
| -3% | -$27.3K | 0.25% | 89 |
|
|
2023
Q4 | $929K | Hold |
10,383
| – | – | 0.26% | 87 |
|
|
2023
Q3 | $834K | Sell |
10,383
-700
| -6% | -$56.2K | 0.26% | 93 |
|
|
2023
Q2 | $986K | Sell |
11,083
-37
| -0.3% | -$3.29K | 0.3% | 88 |
|
|
2023
Q1 | $939K | Sell |
11,120
-400
| -3% | -$33.8K | 0.3% | 92 |
|
|
2022
Q4 | $902K | Buy |
+11,520
| New | +$902K | 0.3% | 88 |
|