Mark Sheptoff Financial Planning’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 | $66.2K | Sell |
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|
2025
Q2 | $82.5K | Hold |
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|
2025
Q1 | $86K | Hold |
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|
2024
Q4 | $77.1K | Hold |
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|
2024
Q3 | $86.6K | Hold |
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|
2024
Q2 | $80.2K | Hold |
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|
2024
Q1 | $82.7K | Hold |
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|
2023
Q4 | $74.5K | Hold |
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|
2023
Q3 | $66.9K | Hold |
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|
2023
Q2 | $74.1K | Sell |
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|
2023
Q1 | $88.7K | Hold |
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|
2022
Q4 | $82.3K | Hold |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $119K | Sell |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $159K | Buy |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $144K | Buy |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $109K | Sell |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $149K | Buy |
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