Empirical Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.2M | Buy |
|
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|
2024
Q2 | $1.82M | Buy |
|
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $1.04M | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $436K | Buy |
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