Meridian 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
Q2 | $295K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $234K | Buy |
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