Concurrent Investment Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
7,366
+785
| +12% | +$77.7K | 0.01% | 702 |
|
|
2025
Q1 | $679K | Buy |
6,581
+2,942
| +81% | +$304K | 0.02% | 650 |
|
|
2024
Q4 | $337K | Sell |
3,639
-58
| -2% | -$5.37K | 0.01% | 777 |
|
|
2024
Q3 | $384K | Buy |
3,697
+83
| +2% | +$8.63K | 0.01% | 690 |
|
|
2024
Q2 | $348K | Buy |
+3,614
| New | +$348K | 0.01% | 682 |
|