Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4K | Buy |
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|
2025
Q4 | $4.19K | Hold |
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|
2025
Q3 | $4.39K | Buy |
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|
2025
Q1 | $7.22K | Buy |
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|
2024
Q2 | $4.62K | Sell |
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|
2024
Q1 | $10.1K | Sell |
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|
2023
Q4 | $49.2K | Buy |
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|
2023
Q3 | $44.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10.2K | Buy |
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|
2021
Q3 | $82K | Buy |
|