EWM
Empirical Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
2,668
-680
| -20% | -$67.3K | 0.01% | 563 |
|
|
2025
Q1 | $345K | Sell |
3,348
-20,932
| -86% | -$2.16M | 0.01% | 479 |
|
|
2024
Q4 | $2.25M | Buy |
24,280
+3,088
| +15% | +$286K | 0.06% | 182 |
|
|
2024
Q3 | $2.2M | Buy |
21,192
+2,252
| +12% | +$234K | 0.06% | 175 |
|
|
2024
Q2 | $1.82M | Buy |
18,940
+1,010
| +6% | +$97.2K | 0.05% | 190 |
|
|
2024
Q1 | $1.78M | Buy |
17,930
+2,711
| +18% | +$269K | 0.05% | 190 |
|
|
2023
Q4 | $1.36M | Buy |
15,219
+1,866
| +14% | +$167K | 0.05% | 208 |
|
|
2023
Q3 | $1.07M | Buy |
13,353
+1,664
| +14% | +$134K | 0.04% | 215 |
|
|
2023
Q2 | $1.04M | Buy |
+11,689
| New | +$1.04M | 0.04% | 220 |
|
|
2022
Q2 | – | Sell |
-6,682
| Closed | -$514K | – | 510 |
|
|
2022
Q1 | $514K | Buy |
6,682
+1,526
| +30% | +$117K | 0.03% | 327 |
|
|
2021
Q4 | $449K | Sell |
5,156
-140
| -3% | -$12.2K | 0.02% | 358 |
|
|
2021
Q3 | $436K | Buy |
+5,296
| New | +$436K | 0.02% | 326 |
|