Concord Wealth Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Hold |
250
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $25.8K | Hold |
250
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $23.2K | Hold |
250
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $26K | Sell |
250
-8
| -3% | -$832 | ﹤0.01% | 436 |
|
|
2024
Q2 | $24.8K | Buy |
258
+8
| +3% | +$770 | ﹤0.01% | 396 |
|
|
2024
Q1 | $24.8K | Buy |
250
+14
| +6% | +$1.39K | ﹤0.01% | 460 |
|
|
2023
Q4 | $21.1K | Hold |
236
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $19K | Hold |
236
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $21K | Hold |
236
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $19.9K | Sell |
236
-16
| -6% | -$1.35K | 0.01% | 495 |
|
|
2022
Q4 | $19.7K | Buy |
+252
| New | +$19.7K | 0.01% | 530 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$113K | – | 821 |
|
|
2022
Q2 | $113K | Sell |
1,600
-18
| -1% | -$1.27K | 0.03% | 241 |
|
|
2022
Q1 | $125K | Sell |
1,618
-9
| -0.6% | -$695 | 0.03% | 260 |
|
|
2021
Q4 | $142K | Buy |
1,627
+1,535
| +1,668% | +$134K | 0.03% | 247 |
|
|
2021
Q3 | $8K | Sell |
92
-1,372
| -94% | -$119K | ﹤0.01% | 508 |
|
|
2021
Q2 | $120K | Sell |
1,464
-67
| -4% | -$5.49K | 0.03% | 208 |
|
|
2021
Q1 | $105K | Buy |
1,531
+1,103
| +258% | +$75.6K | 0.04% | 214 |
|
|
2020
Q4 | $29K | Buy |
+428
| New | +$29K | 0.02% | 269 |
|