Highline Wealth Partners’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 | $891 | Sell |
9
-27
| -75% | -$2.67K | ﹤0.01% | 735 |
|
|
2025
Q1 | $3.72K | Sell |
36
-9
| -20% | -$929 | ﹤0.01% | 498 |
|
|
2024
Q4 | $4.17K | Buy |
45
+15
| +50% | +$1.39K | ﹤0.01% | 369 |
|
|
2024
Q3 | $3.12K | Buy |
30
+27
| +900% | +$2.81K | ﹤0.01% | 407 |
|
|
2024
Q2 | $289 | Buy |
+3
| New | +$289 | ﹤0.01% | 534 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$1.1K | – | 349 |
|
|
2023
Q1 | $1.1K | Buy |
+13
| New | +$1.1K | ﹤0.01% | 264 |
|