OneDigital Investment Advisors’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 | $1.15M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $957K | Buy |
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|
2023
Q4 | $811K | Sell |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $952K | Buy |
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $792K | Sell |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $840K | Sell |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $760K | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $475K | Buy |
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