Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $2.27K | Buy |
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|
2024
Q4 | $648 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.12K | Hold |
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|
2022
Q4 | $2.9K | Hold |
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|
2022
Q3 | $2.42K | Hold |
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|
2022
Q2 | $2.66K | Hold |
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|
2022
Q1 | $2.82K | Hold |
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|
2021
Q4 | $3.22K | Hold |
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|
2021
Q3 | $3.05K | Hold |
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|
2021
Q2 | $3.04K | Hold |
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|
2021
Q1 | $2.56K | Hold |
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|
2020
Q4 | $2.5K | Hold |
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|
2020
Q3 | $2.31K | Hold |
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|
2020
Q2 | $2.06K | Buy |
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