Pinnacle Wealth Management Advisory Group’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 | $351K | Buy |
3,544
+41
| +1% | +$4.06K | 0.03% | 273 |
|
|
2025
Q1 | $362K | Buy |
3,503
+36
| +1% | +$3.72K | 0.03% | 256 |
|
|
2024
Q4 | $321K | Hold |
3,467
| – | – | 0.03% | 274 |
|
|
2024
Q3 | $360K | Sell |
3,467
-24
| -0.7% | -$2.5K | 0.03% | 246 |
|
|
2024
Q2 | $336K | Buy |
3,491
+68
| +2% | +$6.55K | 0.03% | 249 |
|
|
2024
Q1 | $340K | Buy |
3,423
+48
| +1% | +$4.77K | 0.04% | 238 |
|
|
2023
Q4 | $302K | Sell |
3,375
-163
| -5% | -$14.6K | 0.04% | 245 |
|
|
2023
Q3 | $284K | Sell |
3,538
-7
| -0.2% | -$562 | 0.04% | 237 |
|
|
2023
Q2 | $316K | Sell |
3,545
-50
| -1% | -$4.45K | 0.04% | 231 |
|
|
2023
Q1 | $303K | Buy |
3,595
+222
| +7% | +$18.7K | 0.04% | 236 |
|
|
2022
Q4 | $264K | Buy |
+3,373
| New | +$264K | 0.04% | 239 |
|