Plante Moran Financial 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 | $28.6K | Hold |
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|
2025
Q2 | $31K | Buy |
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|
2025
Q1 | $25.9K | Sell |
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|
2024
Q4 | $26.2K | Sell |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $24.2K | Hold |
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|
2024
Q1 | $24.9K | Buy |
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|
2023
Q4 | $15.7K | Hold |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $15.7K | Hold |
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|
2023
Q1 | $14.9K | Sell |
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|
2022
Q4 | $26.2K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $28K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $42K | Buy |
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