CWP
Curated Wealth Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Hold |
7,514
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $775K | Buy |
7,514
+63
| +0.8% | +$6.5K | 0.1% | 68 |
|
|
2024
Q4 | $690K | Sell |
7,451
-37
| -0.5% | -$3.43K | 0.08% | 71 |
|
|
2024
Q3 | $778K | Sell |
7,488
-1
| -0% | -$104 | 0.1% | 62 |
|
|
2024
Q2 | $721K | Buy |
+7,489
| New | +$721K | 0.1% | 65 |
|
|
2024
Q1 | – | Sell |
-7,493
| Closed | -$670K | – | 100 |
|
|
2023
Q4 | $670K | Hold |
7,493
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $602K | Hold |
7,493
| – | – | 0.11% | 66 |
|
|
2023
Q2 | $667K | Hold |
7,493
| – | – | 0.13% | 56 |
|
|
2023
Q1 | $632K | Hold |
7,493
| – | – | 0.14% | 55 |
|
|
2022
Q4 | $587K | Hold |
7,493
| – | – | 0.14% | 57 |
|
|
2022
Q3 | $478K | Hold |
7,493
| – | – | 0.14% | 61 |
|
|
2022
Q2 | $529K | Hold |
7,493
| – | – | 0.16% | 58 |
|
|
2022
Q1 | $653K | Hold |
7,493
| – | – | 0.22% | 58 |
|
|
2021
Q4 | $653K | Hold |
7,493
| – | – | 0.21% | 60 |
|
|
2021
Q3 | $616K | Hold |
7,493
| – | – | 0.34% | 57 |
|
|
2021
Q2 | $612K | Hold |
7,493
| – | – | 0.33% | 57 |
|
|
2021
Q1 | $513K | Buy |
+7,493
| New | +$513K | 0.32% | 62 |
|