Pacific Capital Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-389
| Closed | -$36K | – | 286 |
|
|
2024
Q4 | $36K | Hold |
389
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $40.4K | Hold |
389
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $37.4K | Hold |
389
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $38.6K | Hold |
389
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $34.8K | Buy |
+389
| New | +$34.8K | 0.01% | 157 |
|
|
2020
Q4 | – | Sell |
-389
| Closed | -$24K | – | 153 |
|
|
2020
Q3 | $24K | Buy |
+389
| New | +$24K | 0.01% | 139 |
|