Premier Path Wealth 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 | $301K | Buy |
3,036
+55
| +2% | +$5.45K | 0.04% | 323 |
|
|
2025
Q1 | $308K | Buy |
2,981
+402
| +16% | +$41.5K | 0.05% | 300 |
|
|
2024
Q4 | $239K | Sell |
2,579
-52
| -2% | -$4.82K | 0.04% | 338 |
|
|
2024
Q3 | $273K | Sell |
2,631
-91
| -3% | -$9.46K | 0.04% | 317 |
|
|
2024
Q2 | $262K | Buy |
2,722
+25
| +0.9% | +$2.41K | 0.04% | 317 |
|
|
2024
Q1 | $268K | Buy |
2,697
+39
| +1% | +$3.87K | 0.05% | 290 |
|
|
2023
Q4 | $238K | Buy |
+2,658
| New | +$238K | 0.05% | 295 |
|