FSC Wealth 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 | – | Sell |
-144
| Closed | -$14.9K | – | 192 |
|
|
2025
Q1 | $14.9K | Hold |
144
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $13.3K | Hold |
144
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $15K | Hold |
144
| – | – | 0.01% | 175 |
|
|
2024
Q2 | $13.9K | Hold |
144
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $14.3K | Hold |
144
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $12.9K | Hold |
144
| – | – | 0.01% | 185 |
|
|
2023
Q3 | $11.6K | Hold |
144
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $12.8K | Hold |
144
| – | – | 0.01% | 132 |
|
|
2023
Q1 | $12.2K | Buy |
+144
| New | +$12.2K | 0.02% | 107 |
|