RWPA
Richard W. Paul & Associates’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72
| Closed | -$6.67K | – | 464 |
|
|
2024
Q4 | $6.67K | Hold |
72
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $7.48K | Hold |
72
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $6.93K | Sell |
72
-6
| -8% | -$578 | ﹤0.01% | 328 |
|
|
2024
Q1 | $7.74K | Hold |
78
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $6.98K | Hold |
78
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $6.26K | Sell |
78
-7
| -8% | -$562 | ﹤0.01% | 330 |
|
|
2023
Q2 | $7.57K | Hold |
85
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $7.17K | Sell |
85
-1
| -1% | -$84 | ﹤0.01% | 349 |
|
|
2022
Q4 | $6.73K | Buy |
+86
| New | +$6.73K | ﹤0.01% | 350 |
|