Schechter Investment Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $264K | Buy |
+2,560
| New | +$264K | 0.02% | 497 |
|
|
2024
Q1 | – | Sell |
-3,607
| Closed | -$323K | – | 688 |
|
|
2023
Q4 | $323K | Sell |
3,607
-992
| -22% | -$88.8K | 0.03% | 450 |
|
|
2023
Q3 | $369K | Sell |
4,599
-79
| -2% | -$6.35K | 0.04% | 402 |
|
|
2023
Q2 | $416K | Sell |
4,678
-740
| -14% | -$65.9K | 0.04% | 418 |
|
|
2023
Q1 | $457K | Sell |
5,418
-438
| -7% | -$37K | 0.04% | 430 |
|
|
2022
Q4 | $459K | Sell |
5,856
-1,144
| -16% | -$89.6K | 0.04% | 525 |
|
|
2022
Q3 | $447K | Buy |
7,000
+385
| +6% | +$24.6K | 0.04% | 547 |
|
|
2022
Q2 | $467K | Buy |
6,615
+149
| +2% | +$10.5K | 0.05% | 552 |
|
|
2022
Q1 | $497K | Buy |
6,466
+492
| +8% | +$37.8K | 0.05% | 526 |
|
|
2021
Q4 | $520K | Buy |
+5,974
| New | +$520K | 0.05% | 489 |
|