Dogwood Wealth Management’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 | $1.57K | Sell |
16
-28
| -64% | -$2.74K | ﹤0.01% | 590 |
|
|
2025
Q1 | $4.5K | Buy |
44
+28
| +175% | +$2.87K | ﹤0.01% | 251 |
|
|
2024
Q4 | $1.44K | Hold |
16
| – | – | ﹤0.01% | 240 |
|
|
2024
Q3 | $1.62K | Hold |
16
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $1.49K | Buy |
16
+1
| +7% | +$93 | ﹤0.01% | 220 |
|
|
2024
Q1 | $1.53K | Hold |
15
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $1.38K | Buy |
+15
| New | +$1.38K | ﹤0.01% | 198 |
|