Evermay 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 | $81.4K | Hold |
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|
2025
Q1 | $84.8K | Hold |
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|
2024
Q4 | $76.1K | Hold |
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|
2024
Q3 | $85.4K | Sell |
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|
2024
Q2 | $83.9K | Hold |
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|
2024
Q1 | $86.6K | Buy |
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|
2023
Q4 | $73.9K | Buy |
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|
2023
Q3 | $66K | Hold |
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|
2023
Q2 | $73.2K | Sell |
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|
2023
Q1 | $69.5K | Hold |
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|
2022
Q4 | $64.4K | Sell |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $79K | Buy |
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