Geneos Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148K | Sell |
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|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $99.1K | Sell |
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|
2023
Q3 | $97.3K | Sell |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $90.7K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $270K | Buy |
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