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 |
|