Mission Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,607
+22
| +0.9% | +$2.18K | 0.01% | 578 |
|
|
2025
Q1 | $267K | Sell |
2,585
-370
| -13% | -$38.2K | 0.01% | 547 |
|
|
2024
Q4 | $274K | Sell |
2,955
-225
| -7% | -$20.8K | 0.01% | 536 |
|
|
2024
Q3 | $331K | Sell |
3,180
-21
| -0.7% | -$2.18K | 0.01% | 512 |
|
|
2024
Q2 | $308K | Buy |
3,201
+744
| +30% | +$71.6K | 0.01% | 499 |
|
|
2024
Q1 | $244K | Buy |
2,457
+153
| +7% | +$15.2K | 0.01% | 559 |
|
|
2023
Q4 | $206K | Buy |
+2,304
| New | +$206K | 0.01% | 526 |
|