FSA Wealth Management’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 | $5.67K | Hold |
57
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $5.91K | Hold |
57
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $5.31K | Hold |
57
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $5.96K | Buy |
+57
| New | +$5.96K | ﹤0.01% | 380 |
|
|
2024
Q1 | $5.69K | Hold |
57
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 433 |
|
|
2020
Q3 | – | Sell |
-307
| Closed | -$17K | – | 261 |
|
|
2020
Q2 | $17K | Buy |
+307
| New | +$17K | 0.01% | 211 |
|