DWM
Defined Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
3,360
+8
| +0.2% | +$792 | 0.21% | 91 |
|
|
2025
Q1 | $346K | Buy |
3,352
+10
| +0.3% | +$1.03K | 0.23% | 88 |
|
|
2024
Q4 | $310K | Buy |
3,342
+2
| +0.1% | +$185 | 0.21% | 95 |
|
|
2024
Q3 | $347K | Sell |
3,340
-3
| -0.1% | -$312 | 0.23% | 93 |
|
|
2024
Q2 | $322K | Buy |
3,343
+6
| +0.2% | +$578 | 0.22% | 91 |
|
|
2024
Q1 | $331K | Hold |
3,337
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $299K | Buy |
3,337
+22
| +0.7% | +$1.97K | 0.23% | 91 |
|
|
2023
Q3 | $266K | Buy |
3,315
+3
| +0.1% | +$241 | 0.23% | 91 |
|
|
2023
Q2 | $295K | Buy |
3,312
+2
| +0.1% | +$178 | 0.25% | 87 |
|
|
2023
Q1 | $279K | Hold |
3,310
| – | – | 0.26% | 85 |
|
|
2022
Q4 | $259K | Hold |
3,310
| – | – | 0.24% | 91 |
|
|
2022
Q3 | $211K | Hold |
3,310
| – | – | 0.23% | 87 |
|
|
2022
Q2 | $234K | Hold |
3,310
| – | – | 0.24% | 84 |
|
|
2022
Q1 | $255K | Hold |
3,310
| – | – | 0.22% | 88 |
|
|
2021
Q4 | $288K | Hold |
3,310
| – | – | 0.24% | 82 |
|
|
2021
Q3 | $272K | Hold |
3,310
| – | – | 0.24% | 83 |
|
|
2021
Q2 | $271K | Hold |
3,310
| – | – | 0.24% | 82 |
|
|
2021
Q1 | $227K | Hold |
3,310
| – | – | 0.22% | 86 |
|
|
2020
Q4 | $224K | Buy |
+3,310
| New | +$224K | 0.22% | 81 |
|