Fortis Group Advisors’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
$3.47K Hold
2025
Q2
$3.76K Hold
2025
Q1
$3.92K Hold
2024
Q4
$3.52K Hold
2024
Q3
$3.95K Hold
2024
Q2
$3.66K Hold
2024
Q1
$3.77K Sell
2023
Q4
$6.8K Buy
2023
Q3
$3.05K Buy
2020
Q3
$2K Buy