EverSource Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
4,517
+1,467
| +48% | +$145K | 0.02% | 499 |
|
|
2025
Q1 | $315K | Buy |
3,050
+169
| +6% | +$17.4K | 0.02% | 508 |
|
|
2024
Q4 | $267K | Buy |
2,881
+47
| +2% | +$4.35K | 0.02% | 540 |
|
|
2024
Q3 | $295K | Buy |
2,834
+346
| +14% | +$36K | 0.02% | 455 |
|
|
2024
Q2 | $235K | Sell |
2,488
-50
| -2% | -$4.72K | 0.02% | 503 |
|
|
2024
Q1 | $232K | Sell |
2,538
-65
| -2% | -$5.93K | 0.02% | 447 |
|
|
2023
Q4 | $233K | Buy |
2,603
+493
| +23% | +$44.1K | 0.02% | 395 |
|
|
2023
Q3 | $169K | Sell |
2,110
-3
| -0.1% | -$241 | 0.02% | 433 |
|
|
2023
Q2 | $188K | Sell |
2,113
-8
| -0.4% | -$712 | 0.02% | 408 |
|
|
2023
Q1 | $179K | Buy |
2,121
+15
| +0.7% | +$1.27K | 0.02% | 389 |
|
|
2022
Q4 | $165K | Buy |
2,106
+80
| +4% | +$6.27K | 0.03% | 380 |
|
|
2022
Q3 | $130K | Buy |
2,026
+318
| +19% | +$20.4K | 0.03% | 368 |
|
|
2022
Q2 | $120K | Buy |
1,708
+288
| +20% | +$20.2K | 0.03% | 335 |
|
|
2022
Q1 | $109K | Sell |
1,420
-119
| -8% | -$9.14K | 0.03% | 320 |
|
|
2021
Q4 | $134K | Buy |
+1,539
| New | +$134K | 0.04% | 270 |
|