Cornerstone Planning Group’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
$3.21K Buy
2025
Q2
$7.78K Sell
2025
Q1
$28.4K Sell
2024
Q4
$36.1K Buy
2024
Q3
$36.2K Sell
2024
Q2
$33.8K Sell
2024
Q1
$35.4K Sell
2023
Q4
$43.2K Hold
2023
Q3
$38.8K Sell
2023
Q2
$45.8K Buy
2022
Q4
$32.7K Buy