Prestige Wealth Management 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 | $31.9K | Hold |
322
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $33.2K | Hold |
322
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $29.8K | Hold |
322
| – | – | 0.01% | 311 |
|
|
2024
Q3 | $33.5K | Hold |
322
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $31K | Sell |
322
-23
| -7% | -$2.21K | 0.01% | 270 |
|
|
2024
Q1 | $34.2K | Sell |
345
-41
| -11% | -$4.07K | 0.01% | 284 |
|
|
2023
Q4 | $34.5K | Hold |
386
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $31K | Hold |
386
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $34.4K | Hold |
386
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $32.6K | Sell |
386
-88
| -19% | -$7.43K | 0.01% | 274 |
|
|
2022
Q4 | $37.1K | Buy |
474
+88
| +23% | +$6.89K | 0.01% | 283 |
|
|
2022
Q3 | $25K | Buy |
386
+39
| +11% | +$2.53K | 0.01% | 290 |
|
|
2022
Q2 | $24K | Hold |
347
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $27K | Sell |
347
-1
| -0.3% | -$78 | 0.01% | 302 |
|
|
2021
Q4 | $31K | Hold |
348
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $28K | Buy |
348
+24
| +7% | +$1.93K | 0.01% | 321 |
|
|
2021
Q2 | $26K | Sell |
324
-25
| -7% | -$2.01K | 0.01% | 322 |
|
|
2021
Q1 | $24K | Buy |
349
+7
| +2% | +$481 | 0.01% | 332 |
|
|
2020
Q4 | $23K | Buy |
342
+5
| +1% | +$336 | 0.01% | 333 |
|
|
2020
Q3 | $21K | Hold |
337
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $19K | Buy |
+337
| New | +$19K | 0.01% | 344 |
|