Rise Advisors’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 | $74.2K | Buy |
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|
2025
Q2 | $79.4K | Buy |
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|
2025
Q1 | $75.2K | Buy |
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|
2024
Q4 | $66.3K | Buy |
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|
2024
Q3 | $74K | Buy |
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|
2024
Q2 | $68.2K | Buy |
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|
2024
Q1 | $16.1K | Buy |
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|
2023
Q4 | $659 | Hold |
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|
2023
Q3 | $589 | Hold |
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|
2023
Q2 | $650 | Hold |
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|
2023
Q1 | $614 | Sell |
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|
2022
Q4 | $8.51K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9.42K | Buy |
|