Curated Wealth Partners’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 | $680K | Sell |
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|
2025
Q2 | $744K | Hold |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $690K | Sell |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $667K | Hold |
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|
2023
Q1 | $632K | Hold |
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|
2022
Q4 | $587K | Hold |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $529K | Hold |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $616K | Hold |
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|
2021
Q2 | $612K | Hold |
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|
2021
Q1 | $513K | Buy |
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