Provenance Wealth Advisors’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 | $5.74K | Sell |
58
-12
| -17% | -$1.19K | ﹤0.01% | 338 |
|
|
2025
Q1 | $7.22K | Hold |
70
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $6.48K | Hold |
70
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $7.28K | Hold |
70
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $6.74K | Hold |
70
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $6.95K | Hold |
70
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $6.26K | Buy |
70
+57
| +438% | +$5.1K | ﹤0.01% | 350 |
|
|
2023
Q3 | $1.04K | Buy |
+13
| New | +$1.04K | ﹤0.01% | 388 |
|