Cyndeo Wealth Partners’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 | $281K | Hold |
2,838
| – | – | 0.02% | 395 |
|
|
2025
Q1 | $293K | Hold |
2,838
| – | – | 0.02% | 368 |
|
|
2024
Q4 | $263K | Hold |
2,838
| – | – | 0.02% | 388 |
|
|
2024
Q3 | $295K | Buy |
2,838
+295
| +12% | +$30.7K | 0.02% | 369 |
|
|
2024
Q2 | $245K | Sell |
2,543
-19
| -0.7% | -$1.83K | 0.02% | 358 |
|
|
2024
Q1 | $254K | Sell |
2,562
-5
| -0.2% | -$496 | 0.02% | 343 |
|
|
2023
Q4 | $230K | Buy |
2,567
+27
| +1% | +$2.42K | 0.02% | 336 |
|
|
2023
Q3 | $204K | Sell |
2,540
-20
| -0.8% | -$1.61K | 0.02% | 326 |
|
|
2023
Q2 | $228K | Sell |
2,560
-61
| -2% | -$5.43K | 0.02% | 300 |
|
|
2023
Q1 | $221K | Sell |
2,621
-69
| -3% | -$5.82K | 0.02% | 295 |
|
|
2022
Q4 | $211K | Buy |
+2,690
| New | +$211K | 0.02% | 293 |
|