GeoWealth 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 | $102K | Buy |
1,033
+605
| +141% | +$59.9K | ﹤0.01% | 807 |
|
|
2025
Q1 | $44.2K | Sell |
428
-995
| -70% | -$103K | ﹤0.01% | 908 |
|
|
2024
Q4 | $132K | Sell |
1,423
-228
| -14% | -$21.1K | ﹤0.01% | 895 |
|
|
2024
Q3 | $172K | Sell |
1,651
-169
| -9% | -$17.6K | 0.01% | 757 |
|
|
2024
Q2 | $175K | Buy |
1,820
+376
| +26% | +$36.2K | 0.01% | 713 |
|
|
2024
Q1 | $143K | Buy |
+1,444
| New | +$143K | 0.01% | 742 |
|