Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $301K | Buy |
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