Fortis Group Advisors’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 | $3.76K | Hold |
38
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $3.92K | Hold |
38
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $3.52K | Hold |
38
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $3.95K | Hold |
38
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $3.66K | Hold |
38
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $3.77K | Sell |
38
-38
| -50% | -$3.77K | ﹤0.01% | 394 |
|
|
2023
Q4 | $6.8K | Buy |
76
+38
| +100% | +$3.4K | ﹤0.01% | 332 |
|
|
2023
Q3 | $3.05K | Buy |
+38
| New | +$3.05K | ﹤0.01% | 335 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 401 |
|