Congress Wealth Management’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 | $520K | Buy |
5,248
+1,633
| +45% | +$162K | 0.01% | 911 |
|
|
2025
Q1 | $373K | Buy |
3,615
+1,070
| +42% | +$110K | ﹤0.01% | 895 |
|
|
2024
Q4 | $236K | Buy |
+2,545
| New | +$236K | ﹤0.01% | 819 |
|
|
2024
Q1 | – | Sell |
-2,407
| Closed | -$215K | – | 620 |
|
|
2023
Q4 | $215K | Buy |
+2,407
| New | +$215K | ﹤0.01% | 583 |
|
|
2023
Q3 | – | Sell |
-2,395
| Closed | -$213K | – | 617 |
|
|
2023
Q2 | $213K | Hold |
2,395
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $202K | Buy |
+2,395
| New | +$202K | ﹤0.01% | 542 |
|
|
2022
Q2 | – | Sell |
-2,691
| Closed | -$207K | – | 599 |
|
|
2022
Q1 | $207K | Sell |
2,691
-594
| -18% | -$45.7K | ﹤0.01% | 576 |
|
|
2021
Q4 | $286K | Buy |
+3,285
| New | +$286K | 0.01% | 543 |
|