Prospera Financial Services’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 | $228K | Sell |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $171K | Sell |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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