Diversify Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$203K Buy
2025
Q3
$202K Buy
2024
Q4
Sell
2024
Q3
$529K Sell
2024
Q2
$572K Sell
2024
Q1
$893K Buy