J.W. Cole Advisors’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 | $1.88M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $667K | Buy |
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|
2024
Q3 | $742K | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $675K | Buy |
|