Creative Planning’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 | $16.6M | Sell |
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|
2025
Q2 | $18.1M | Buy |
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|
2025
Q1 | $17.3M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $14.9M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $11.5M | Sell |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $11.8M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $6.38M | Buy |
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|
2021
Q2 | $6.29M | Sell |
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|
2021
Q1 | $5.33M | Buy |
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|
2020
Q4 | $4.53M | Buy |
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|
2020
Q3 | $2.4M | Sell |
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|
2020
Q2 | $2.3M | Buy |
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