Financial Advisory Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $334K | Sell |
|
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|
2022
Q4 | $350K | Hold |
|
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $389K | Hold |
|
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|
2021
Q3 | $368K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $254K | Buy |
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