IFWM
Institute for Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
2,020
-22
| -1% | -$2.18K | 0.02% | 544 |
|
|
2025
Q1 | $211K | Buy |
+2,042
| New | +$211K | 0.03% | 495 |
|
|
2024
Q4 | – | Sell |
-2,099
| Closed | -$218K | – | 551 |
|
|
2024
Q3 | $218K | Sell |
2,099
-23
| -1% | -$2.39K | 0.03% | 506 |
|
|
2024
Q2 | $204K | Sell |
2,122
-43
| -2% | -$4.14K | 0.03% | 476 |
|
|
2024
Q1 | $215K | Sell |
2,165
-172
| -7% | -$17.1K | 0.03% | 468 |
|
|
2023
Q4 | $209K | Buy |
+2,337
| New | +$209K | 0.03% | 450 |
|
|
2023
Q3 | – | Sell |
-2,575
| Closed | -$229K | – | 465 |
|
|
2023
Q2 | $229K | Sell |
2,575
-15
| -0.6% | -$1.34K | 0.04% | 409 |
|
|
2023
Q1 | $219K | Sell |
2,590
-70
| -3% | -$5.91K | 0.04% | 407 |
|
|
2022
Q4 | $208K | Buy |
+2,660
| New | +$208K | 0.04% | 416 |
|
|
2022
Q3 | – | Sell |
-2,829
| Closed | -$200K | – | 500 |
|
|
2022
Q2 | $200K | Sell |
2,829
-20
| -0.7% | -$1.41K | 0.04% | 489 |
|
|
2022
Q1 | $219K | Sell |
2,849
-12
| -0.4% | -$922 | 0.04% | 491 |
|
|
2021
Q4 | $249K | Sell |
2,861
-6
| -0.2% | -$522 | 0.04% | 418 |
|
|
2021
Q3 | $236K | Sell |
2,867
-30
| -1% | -$2.47K | 0.04% | 427 |
|
|
2021
Q2 | $237K | Sell |
2,897
-136
| -4% | -$11.1K | 0.04% | 426 |
|
|
2021
Q1 | $208K | Sell |
3,033
-857
| -22% | -$58.8K | 0.04% | 439 |
|
|
2020
Q4 | $263K | Sell |
3,890
-628
| -14% | -$42.5K | 0.05% | 372 |
|
|
2020
Q3 | $282K | Sell |
4,518
-296
| -6% | -$18.5K | 0.06% | 327 |
|
|
2020
Q2 | $274K | Buy |
+4,814
| New | +$274K | 0.07% | 339 |
|