CreativeOne Wealth’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 | $281K | Buy |
|
|||||
|
2025
Q2 | $272K | Sell |
|
|||||
|
2025
Q1 | $286K | Sell |
|
|||||
|
2024
Q4 | $270K | Buy |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $288K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $239K | Buy |
|
|||||
|
2023
Q1 | $212K | Sell |
|
|||||
|
2022
Q4 | $387K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $482K | Buy |
|
|||||
|
2022
Q1 | $430K | Buy |
|
|||||
|
2021
Q4 | $460K | Buy |
|
|||||
|
2021
Q3 | $412K | Buy |
|
|||||
|
2021
Q2 | $379K | Buy |
|