IFP 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 | $163K | Sell |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $147K | Sell |
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|
2023
Q3 | $160K | Sell |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $81.6K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $108K | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $781K | Buy |
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|
2020
Q3 | $181K | Sell |
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|
2020
Q2 | $168K | Buy |
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