Glass Jacobson Investment Advisors’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 | $5.15K | Hold |
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|
2025
Q2 | $5.55K | Hold |
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|
2025
Q1 | $5.15K | Hold |
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|
2024
Q4 | $5.15K | Buy |
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|
2024
Q3 | $5.76K | Hold |
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|
2024
Q2 | $5.31K | Hold |
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|
2024
Q1 | $5.46K | Hold |
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|
2023
Q4 | $4.9K | Hold |
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|
2023
Q3 | $4.38K | Buy |
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|
2023
Q2 | $4.84K | Buy |
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|
2022
Q4 | $4.22K | Buy |
|