Iron Horse Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67K | Hold |
27
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $2.79K | Hold |
27
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $2.5K | Buy |
27
+9
| +50% | +$833 | ﹤0.01% | 367 |
|
|
2024
Q3 | $1.87K | Buy |
18
+9
| +100% | +$935 | ﹤0.01% | 389 |
|
|
2024
Q2 | $866 | Hold |
9
| – | – | ﹤0.01% | 427 |
|
|
2024
Q1 | $893 | Buy |
+9
| New | +$893 | ﹤0.01% | 413 |
|