Intelligent Financial Strategies’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
Q2 | $31.3K | Hold |
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|
2025
Q1 | $32.6K | Hold |
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|
2024
Q4 | $29.3K | Hold |
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|
2024
Q3 | $32.8K | Hold |
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|
2024
Q2 | $30.4K | Hold |
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|
2024
Q1 | $31.4K | Hold |
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|
2023
Q4 | $28.3K | Hold |
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|
2023
Q3 | $25.4K | Hold |
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|
2023
Q2 | $28.1K | Hold |
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|
2023
Q1 | $26.7K | Hold |
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|
2022
Q4 | $24.7K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $28K | Buy |
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