NewEdge Wealth’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 | $208K | Buy |
+2,378
| New | +$208K | ﹤0.01% | 922 |
|
|
2025
Q1 | – | Sell |
-3,320
| Closed | -$307K | – | 973 |
|
|
2024
Q4 | $307K | Buy |
3,320
+138
| +4% | +$12.8K | 0.01% | 758 |
|
|
2024
Q3 | $331K | Sell |
3,182
-338
| -10% | -$35.1K | 0.01% | 704 |
|
|
2024
Q2 | $339K | Sell |
3,520
-141
| -4% | -$13.6K | 0.01% | 626 |
|
|
2024
Q1 | $336K | Sell |
3,661
-141
| -4% | -$12.9K | 0.01% | 641 |
|
|
2023
Q4 | $340K | Sell |
3,802
-57
| -1% | -$5.1K | 0.01% | 589 |
|
|
2023
Q3 | $310K | Buy |
3,859
+364
| +10% | +$29.2K | 0.01% | 540 |
|
|
2023
Q2 | $311K | Buy |
+3,495
| New | +$311K | 0.01% | 536 |
|