PFS Partners’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 | $2.64K | Hold |
27
| – | – | ﹤0.01% | 443 |
|
2025
Q1 | $2.74K | Buy |
27
+1
| +4% | +$102 | ﹤0.01% | 377 |
|
2024
Q4 | $2.45K | Hold |
26
| – | – | ﹤0.01% | 390 |
|
2024
Q3 | $2.74K | Hold |
26
| – | – | ﹤0.01% | 384 |
|
2024
Q2 | $2.53K | Hold |
26
| – | – | ﹤0.01% | 377 |
|
2024
Q1 | $2.6K | Hold |
26
| – | – | ﹤0.01% | 400 |
|
2023
Q4 | $2.33K | Hold |
26
| – | – | ﹤0.01% | 403 |
|
2023
Q3 | $2.09K | Hold |
26
| – | – | ﹤0.01% | 400 |
|
2023
Q2 | $2.3K | Hold |
26
| – | – | ﹤0.01% | 410 |
|
2023
Q1 | $2.17K | Hold |
26
| – | – | ﹤0.01% | 325 |
|
2022
Q4 | $2.01K | Hold |
26
| – | – | ﹤0.01% | 320 |
|
2022
Q3 | $1.63K | Buy |
26
+1
| +4% | +$63 | ﹤0.01% | 320 |
|
2022
Q2 | $1.8K | Hold |
25
| – | – | ﹤0.01% | 311 |
|
2022
Q1 | $1.95K | Hold |
25
| – | – | ﹤0.01% | 312 |
|
2021
Q4 | $2.2K | Buy |
+25
| New | +$2.2K | ﹤0.01% | 305 |
|