IHT Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
3,221
-1,470
| -31% | -$146K | 0.01% | 861 |
|
|
2025
Q1 | $484K | Sell |
4,691
-75
| -2% | -$7.74K | 0.02% | 684 |
|
|
2024
Q4 | $441K | Sell |
4,766
-698
| -13% | -$64.6K | 0.01% | 724 |
|
|
2024
Q3 | $568K | Buy |
5,464
+935
| +21% | +$97.2K | 0.02% | 682 |
|
|
2024
Q2 | $436K | Buy |
4,529
+452
| +11% | +$43.5K | 0.02% | 674 |
|
|
2024
Q1 | $405K | Buy |
4,077
+15
| +0.4% | +$1.49K | 0.02% | 702 |
|
|
2023
Q4 | $363K | Sell |
4,062
-257
| -6% | -$23K | 0.02% | 695 |
|
|
2023
Q3 | $347K | Buy |
+4,319
| New | +$347K | 0.02% | 671 |
|