Private 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
$13.7K Hold
138
﹤0.01% 404
2025
Q1
$14.2K Buy
138
+33
+31% +$3.41K 0.01% 376
2024
Q4
$9.73K Hold
105
﹤0.01% 483
2024
Q3
$10.9K Hold
105
﹤0.01% 431
2024
Q2
$10.1K Hold
105
﹤0.01% 438
2024
Q1
$10.4K Hold
105
﹤0.01% 401
2023
Q4
$9.4K Buy
+105
New +$9.4K ﹤0.01% 422