Forvis Mazars Wealth 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
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $827K | Sell |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $939K | Buy |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $555K | Hold |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $427K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $286K | Buy |
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