Cranbrook 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 | $16K | Hold |
162
| – | – | ﹤0.01% | 261 |
|
|
2025
Q1 | $16.7K | Hold |
162
| – | – | ﹤0.01% | 240 |
|
|
2024
Q4 | $15K | Hold |
162
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $16.8K | Sell |
162
-125
| -44% | -$13K | ﹤0.01% | 235 |
|
|
2024
Q2 | $27.6K | Buy |
287
+250
| +676% | +$24.1K | 0.01% | 207 |
|
|
2024
Q1 | $3.67K | Hold |
37
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $3.31K | Buy |
+37
| New | +$3.31K | ﹤0.01% | 270 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$1K | – | 406 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 309 |
|