Kerntke Otto McGlone Wealth Management Group’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 | $253K | Hold |
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|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $256K | Hold |
|
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|
2024
Q3 | $287K | Hold |
|
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $226K | Buy |
|