FMWA
Forvis Mazars Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
13,674
-46
| -0.3% | -$4.56K | 0.03% | 184 |
|
|
2025
Q1 | $1.42M | Buy |
13,720
+1,023
| +8% | +$106K | 0.03% | 177 |
|
|
2024
Q4 | $1.18M | Sell |
12,697
-1,935
| -13% | -$179K | 0.03% | 206 |
|
|
2024
Q3 | $1.52M | Sell |
14,632
-1,194
| -8% | -$124K | 0.04% | 186 |
|
|
2024
Q2 | $1.52M | Sell |
15,826
-2,200
| -12% | -$212K | 0.04% | 180 |
|
|
2024
Q1 | $1.79M | Buy |
18,026
+8,779
| +95% | +$871K | 0.05% | 170 |
|
|
2023
Q4 | $827K | Sell |
9,247
-295
| -3% | -$26.4K | 0.02% | 223 |
|
|
2023
Q3 | $766K | Sell |
9,542
-1,003
| -10% | -$80.6K | 0.02% | 223 |
|
|
2023
Q2 | $939K | Buy |
10,545
+4,048
| +62% | +$360K | 0.03% | 223 |
|
|
2023
Q1 | $548K | Sell |
6,497
-592
| -8% | -$50K | 0.02% | 257 |
|
|
2022
Q4 | $555K | Hold |
7,089
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $453K | Sell |
7,089
-206
| -3% | -$13.2K | 0.02% | 264 |
|
|
2022
Q2 | $515K | Buy |
7,295
+2,510
| +52% | +$177K | 0.02% | 247 |
|
|
2022
Q1 | $368K | Sell |
4,785
-48
| -1% | -$3.69K | 0.02% | 216 |
|
|
2021
Q4 | $421K | Sell |
4,833
-354
| -7% | -$30.8K | 0.02% | 196 |
|
|
2021
Q3 | $427K | Buy |
+5,187
| New | +$427K | 0.02% | 190 |
|
|
2020
Q4 | – | Sell |
-3,620
| Closed | -$226K | – | 357 |
|
|
2020
Q3 | $226K | Sell |
3,620
-1,403
| -28% | -$87.6K | 0.01% | 301 |
|
|
2020
Q2 | $286K | Buy |
+5,023
| New | +$286K | 0.02% | 255 |
|