HB 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 | $1.6M | Buy |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $364K | Buy |
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