IFS
Intelligent Financial Strategies’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3K | Hold |
316
| – | – | 0.02% | 64 |
|
|
2025
Q1 | $32.6K | Hold |
316
| – | – | 0.02% | 66 |
|
|
2024
Q4 | $29.3K | Hold |
316
| – | – | 0.02% | 66 |
|
|
2024
Q3 | $32.8K | Hold |
316
| – | – | 0.02% | 68 |
|
|
2024
Q2 | $30.4K | Hold |
316
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $31.4K | Hold |
316
| – | – | 0.02% | 74 |
|
|
2023
Q4 | $28.3K | Hold |
316
| – | – | 0.02% | 63 |
|
|
2023
Q3 | $25.4K | Hold |
316
| – | – | 0.02% | 76 |
|
|
2023
Q2 | $28.1K | Hold |
316
| – | – | 0.02% | 74 |
|
|
2023
Q1 | $26.7K | Hold |
316
| – | – | 0.02% | 77 |
|
|
2022
Q4 | $24.7K | Hold |
316
| – | – | 0.02% | 82 |
|
|
2022
Q3 | $20K | Hold |
316
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $22K | Hold |
316
| – | – | 0.02% | 79 |
|
|
2022
Q1 | $24K | Hold |
316
| – | – | 0.02% | 90 |
|
|
2021
Q4 | $28K | Buy |
+316
| New | +$28K | 0.03% | 87 |
|