Evoke Wealth’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
Q3 | $3.49M | Sell |
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|
2025
Q2 | $3.97M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $5.02M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.85M | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $6.45M | Sell |
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|
2023
Q2 | $7.52M | Sell |
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|
2023
Q1 | $7.5M | Sell |
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|
2022
Q4 | $7.42M | Sell |
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|
2022
Q3 | $7.03M | Sell |
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|
2022
Q2 | $8.77M | Buy |
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|
2022
Q1 | $9.12M | Buy |
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|
2021
Q4 | $8.88M | Buy |
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|
2021
Q3 | $3.86M | Sell |
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|
2021
Q2 | $3.9M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $93K | Sell |
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|
2020
Q2 | $94K | Buy |
|