Concord Wealth Partners’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 | $22.9K | Hold |
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|
2025
Q2 | $24.8K | Hold |
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|
2025
Q1 | $25.8K | Hold |
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|
2024
Q4 | $23.2K | Hold |
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|
2024
Q3 | $26K | Sell |
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|
2024
Q2 | $24.8K | Buy |
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|
2024
Q1 | $24.8K | Buy |
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|
2023
Q4 | $21.1K | Hold |
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|
2023
Q3 | $19K | Hold |
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|
2023
Q2 | $21K | Hold |
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|
2023
Q1 | $19.9K | Sell |
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|
2022
Q4 | $19.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q4 | $29K | Buy |
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