DHJJ Financial Advisors’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 | $61.4K | Buy |
620
+591
| +2,038% | +$58.5K | 0.02% | 316 |
|
|
2025
Q1 | $2.99K | Hold |
29
| – | – | ﹤0.01% | 614 |
|
|
2024
Q4 | $2.69K | Hold |
29
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $3.02K | Hold |
29
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $2.79K | Hold |
29
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $2.88K | Hold |
29
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $2.6K | Hold |
29
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $2.33K | Buy |
+29
| New | +$2.33K | ﹤0.01% | 529 |
|