MSWM
Mowery & Schoenfeld Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Hold |
443
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $45.8K | Buy |
443
+1
| +0.2% | +$103 | 0.09% | 137 |
|
|
2024
Q4 | $40.9K | Buy |
442
+372
| +531% | +$34.5K | 0.08% | 121 |
|
|
2024
Q3 | $7.28K | Hold |
70
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $6.74K | Hold |
70
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $6.95K | Hold |
70
| – | – | 0.01% | 117 |
|
|
2023
Q4 | $6.26K | Buy |
+70
| New | +$6.26K | 0.01% | 123 |
|