Independent Advisor Alliance’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 | $1.41M | Buy |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $993K | Buy |
|