DWM
Diversify Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
15,009
+1,631
| +12% | +$144K | 0.08% | 236 |
|
|
2025
Q1 | $1.27M | Buy |
13,378
+1,615
| +14% | +$153K | 0.09% | 213 |
|
|
2024
Q4 | $1.07M | Buy |
11,763
+5,483
| +87% | +$498K | 0.08% | 208 |
|
|
2024
Q3 | $646K | Buy |
6,280
+717
| +13% | +$73.8K | 0.06% | 258 |
|
|
2024
Q2 | $520K | Buy |
+5,563
| New | +$520K | 0.06% | 267 |
|