EverSource Wealth Advisors’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 | $447K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $169K | Sell |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $134K | Buy |
|