Glass Jacobson Investment 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 | $5.55K | Hold |
56
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $5.15K | Hold |
56
| – | – | ﹤0.01% | 667 |
|
|
2024
Q4 | $5.15K | Buy |
56
+1
| +2% | +$92 | ﹤0.01% | 667 |
|
|
2024
Q3 | $5.76K | Hold |
55
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $5.31K | Hold |
55
| – | – | ﹤0.01% | 614 |
|
|
2024
Q1 | $5.46K | Hold |
55
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $4.9K | Hold |
55
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $4.38K | Buy |
55
+1
| +2% | +$80 | ﹤0.01% | 578 |
|
|
2023
Q2 | $4.84K | Buy |
+54
| New | +$4.84K | ﹤0.01% | 585 |
|
|
2022
Q4 | $4.22K | Buy |
+54
| New | +$4.22K | ﹤0.01% | 609 |
|