CWP
Core Wealth Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
4,570
| – | – | 0.23% | 91 |
|
|
2025
Q1 | $472K | Hold |
4,570
| – | – | 0.27% | 87 |
|
|
2024
Q4 | $423K | Hold |
4,570
| – | – | 0.24% | 90 |
|
|
2024
Q3 | $475K | Hold |
4,570
| – | – | 0.29% | 78 |
|
|
2024
Q2 | $440K | Hold |
4,570
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $454K | Hold |
4,570
| – | – | 0.34% | 61 |
|
|
2023
Q4 | $409K | Hold |
4,570
| – | – | 0.34% | 62 |
|
|
2023
Q3 | $367K | Buy |
+4,570
| New | +$367K | 0.33% | 61 |
|