Kingsview Wealth Management’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 | $449K | Sell |
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|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $738K | Buy |
|
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|
2024
Q2 | $605K | Buy |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $445K | Buy |
|
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $387K | Sell |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $361K | Buy |
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