Modera 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 | $6.37M | Sell |
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|
2025
Q2 | $6.98M | Buy |
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|
2025
Q1 | $6.78M | Buy |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $4.83M | Buy |
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|
2024
Q2 | $920K | Buy |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $263K | Buy |
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