FPAS
Focus Partners Advisor Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+2,540
| New | +$251K | ﹤0.01% | 937 |
|
|
2024
Q4 | – | Sell |
-2,222
| Closed | -$231K | – | 847 |
|
|
2024
Q3 | $231K | Buy |
2,222
+7
| +0.3% | +$728 | ﹤0.01% | 674 |
|
|
2024
Q2 | $213K | Buy |
2,215
+178
| +9% | +$17.1K | 0.01% | 591 |
|
|
2024
Q1 | $202K | Buy |
+2,037
| New | +$202K | 0.01% | 582 |
|