Defined Wealth Management’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 | $305K | Sell |
|
|||||
|
2025
Q2 | $333K | Buy |
|
|||||
|
2025
Q1 | $346K | Buy |
|
|||||
|
2024
Q4 | $310K | Buy |
|
|||||
|
2024
Q3 | $347K | Sell |
|
|||||
|
2024
Q2 | $322K | Buy |
|
|||||
|
2024
Q1 | $331K | Hold |
|
|||||
|
2023
Q4 | $299K | Buy |
|
|||||
|
2023
Q3 | $266K | Buy |
|
|||||
|
2023
Q2 | $295K | Buy |
|
|||||
|
2023
Q1 | $279K | Hold |
|
|||||
|
2022
Q4 | $259K | Hold |
|
|||||
|
2022
Q3 | $211K | Hold |
|
|||||
|
2022
Q2 | $234K | Hold |
|
|||||
|
2022
Q1 | $255K | Hold |
|
|||||
|
2021
Q4 | $288K | Hold |
|
|||||
|
2021
Q3 | $272K | Hold |
|
|||||
|
2021
Q2 | $271K | Hold |
|
|||||
|
2021
Q1 | $227K | Hold |
|
|||||
|
2020
Q4 | $224K | Buy |
|