Frazier Financial 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 | $13.8K | Hold |
139
| – | – | 0.01% | 305 |
|
|
2025
Q1 | $14.3K | Hold |
139
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $12.8K | Buy |
139
+1
| +0.7% | +$92 | 0.01% | 299 |
|
|
2024
Q3 | $14.4K | Hold |
138
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $13.3K | Buy |
138
+58
| +73% | +$5.59K | 0.01% | 381 |
|
|
2024
Q1 | $7.94K | Hold |
80
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $7.16K | Buy |
+80
| New | +$7.16K | 0.01% | 423 |
|