Optimum 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
Q3 | $201K | Hold |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $179K | Sell |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $195K | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $258K | Buy |
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