KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
2,765
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $285K | Hold |
2,765
| – | – | 0.25% | 60 |
|
|
2024
Q4 | $256K | Hold |
2,765
| – | – | 0.19% | 70 |
|
|
2024
Q3 | $287K | Hold |
2,765
| – | – | 0.24% | 60 |
|
|
2024
Q2 | $266K | Hold |
2,765
| – | – | 0.25% | 59 |
|
|
2024
Q1 | $274K | Hold |
2,765
| – | – | 0.27% | 56 |
|
|
2023
Q4 | $247K | Sell |
2,765
-4
| -0.1% | -$358 | 0.25% | 58 |
|
|
2023
Q3 | $222K | Hold |
2,769
| – | – | 0.23% | 58 |
|
|
2023
Q2 | $246K | Buy |
2,769
+4
| +0.1% | +$355 | 0.24% | 57 |
|
|
2023
Q1 | $233K | Hold |
2,765
| – | – | 0.24% | 56 |
|
|
2022
Q4 | $217K | Buy |
+2,765
| New | +$217K | 0.25% | 59 |
|
|
2022
Q1 | – | Sell |
-2,765
| Closed | -$241K | – | 57 |
|
|
2021
Q4 | $241K | Buy |
+2,765
| New | +$241K | 0.29% | 57 |
|
|
2021
Q3 | – | Sell |
-2,765
| Closed | -$226K | – | 103 |
|
|
2021
Q2 | $226K | Buy |
+2,765
| New | +$226K | 0.09% | 118 |
|