Moisand Fitzgerald Tamayo’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 | $2.67K | Hold |
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|
2025
Q1 | $2.79K | Hold |
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|
2024
Q4 | $2.5K | Hold |
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|
2024
Q3 | $2.81K | Hold |
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|
2024
Q2 | $2.6K | Hold |
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|
2024
Q1 | $2.68K | Hold |
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|
2023
Q4 | $2.42K | Sell |
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|
2023
Q3 | $21K | Hold |
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|
2023
Q2 | $23.2K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $20.4K | Hold |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
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