Integrated Wealth Concepts’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 | $803K | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $838K | Buy |
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $806K | Sell |
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|
2023
Q1 | $778K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $247K | Buy |
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