Gen-Wealth Partners’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 | $101K | Hold |
1,025
| – | – | 0.04% | 282 |
|
|
2025
Q1 | $106K | Hold |
1,025
| – | – | 0.04% | 271 |
|
|
2024
Q4 | $94.9K | Hold |
1,025
| – | – | 0.04% | 291 |
|
|
2024
Q3 | $101K | Hold |
1,025
| – | – | 0.04% | 283 |
|
|
2024
Q2 | $98.7K | Hold |
1,025
| – | – | 0.05% | 283 |
|
|
2024
Q1 | $102K | Buy |
+1,025
| New | +$102K | 0.05% | 297 |
|