Robinson Smith 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 | $374K | Sell |
3,776
-29
| -0.8% | -$2.87K | 0.3% | 55 |
|
|
2025
Q1 | $393K | Buy |
3,805
+29
| +0.8% | +$2.99K | 0.33% | 58 |
|
|
2024
Q4 | $350K | Hold |
3,776
| – | – | 0.3% | 58 |
|
|
2024
Q3 | $392K | Hold |
3,776
| – | – | 0.33% | 56 |
|
|
2024
Q2 | $363K | Hold |
3,776
| – | – | 0.32% | 58 |
|
|
2024
Q1 | $375K | Hold |
3,776
| – | – | 0.36% | 56 |
|
|
2023
Q4 | $338K | Buy |
+3,776
| New | +$338K | 0.33% | 60 |
|