DiNuzzo Private Wealth’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 | $2.97K | Sell |
30
-2
| -6% | -$198 | ﹤0.01% | 495 |
|
|
2025
Q1 | $3.3K | Buy |
32
+1
| +3% | +$103 | ﹤0.01% | 440 |
|
|
2024
Q4 | $2.87K | Buy |
31
+2
| +7% | +$185 | ﹤0.01% | 482 |
|
|
2024
Q3 | $3.02K | Buy |
29
+1
| +4% | +$104 | ﹤0.01% | 467 |
|
|
2024
Q2 | $2.7K | Buy |
28
+4
| +17% | +$385 | ﹤0.01% | 422 |
|
|
2024
Q1 | $2.38K | Sell |
24
-1
| -4% | -$99 | ﹤0.01% | 416 |
|
|
2023
Q4 | $2.24K | Buy |
+25
| New | +$2.24K | ﹤0.01% | 396 |
|