EWM
Evermay Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Hold |
822
| – | – | 0.01% | 285 |
|
|
2025
Q1 | $84.8K | Hold |
822
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $76.1K | Hold |
822
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $85.4K | Sell |
822
-50
| -6% | -$5.2K | 0.01% | 283 |
|
|
2024
Q2 | $83.9K | Hold |
872
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $86.6K | Buy |
872
+46
| +6% | +$4.57K | 0.01% | 293 |
|
|
2023
Q4 | $73.9K | Buy |
826
+4
| +0.5% | +$358 | 0.01% | 287 |
|
|
2023
Q3 | $66K | Hold |
822
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $73.2K | Sell |
822
-1
| -0.1% | -$89 | 0.01% | 274 |
|
|
2023
Q1 | $69.5K | Hold |
823
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $64.4K | Sell |
823
-450
| -35% | -$35.2K | 0.01% | 274 |
|
|
2022
Q3 | $81K | Hold |
1,273
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $90K | Hold |
1,273
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $98K | Buy |
1,273
+305
| +32% | +$23.5K | 0.02% | 254 |
|
|
2021
Q4 | $84K | Hold |
968
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $80K | Hold |
968
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $79K | Buy |
+968
| New | +$79K | 0.01% | 237 |
|