Focus Partners Wealth’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
38,084
+2,117
| +6% | +$210K | 0.01% | 754 |
|
|
2025
Q1 | $3.71M | Buy |
35,967
+1,581
| +5% | +$163K | 0.01% | 705 |
|
|
2024
Q4 | $3.18M | Buy |
34,386
+11,615
| +51% | +$1.08M | 0.01% | 731 |
|
|
2024
Q3 | $2.37M | Sell |
22,771
-2,026
| -8% | -$211K | 0.01% | 730 |
|
|
2024
Q2 | $2.39M | Buy |
24,797
+5,330
| +27% | +$513K | 0.01% | 625 |
|
|
2024
Q1 | $1.93M | Buy |
19,467
+4,339
| +29% | +$431K | 0.02% | 489 |
|
|
2023
Q4 | $1.35M | Buy |
+15,128
| New | +$1.35M | 0.02% | 403 |
|