Daymark 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 | $804K | Sell |
8,116
-558
| -6% | -$55.3K | 0.03% | 289 |
|
|
2025
Q1 | $895K | Buy |
8,674
+788
| +10% | +$81.3K | 0.04% | 256 |
|
|
2024
Q4 | $730K | Buy |
7,886
+371
| +5% | +$34.4K | 0.03% | 277 |
|
|
2024
Q3 | $781K | Buy |
7,515
+80
| +1% | +$8.32K | 0.03% | 277 |
|
|
2024
Q2 | $716K | Sell |
7,435
-193
| -3% | -$18.6K | 0.03% | 281 |
|
|
2024
Q1 | $757K | Sell |
7,628
-779
| -9% | -$77.3K | 0.04% | 227 |
|
|
2023
Q4 | $752K | Buy |
8,407
+72
| +0.9% | +$6.44K | 0.05% | 215 |
|
|
2023
Q3 | $669K | Buy |
8,335
+1,270
| +18% | +$102K | 0.05% | 210 |
|
|
2023
Q2 | $629K | Buy |
7,065
+3,558
| +101% | +$317K | 0.05% | 210 |
|
|
2023
Q1 | $296K | Sell |
3,507
-82
| -2% | -$6.92K | 0.04% | 240 |
|
|
2022
Q4 | $281K | Buy |
+3,589
| New | +$281K | 0.05% | 189 |
|