Kestra Advisory Services’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 | $1.79M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.96M | Sell |
|
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.85M | Sell |
|
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|
2023
Q4 | $1.68M | Buy |
|
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.52M | Buy |
|
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.79M | Buy |
|
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.55M | Buy |
|
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.57M | Buy |
|