Shakespeare Wealth Management’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 | $412K | Hold |
4,160
| – | – | 0.11% | 68 |
|
|
2025
Q1 | $429K | Buy |
4,160
+8
| +0.2% | +$826 | 0.12% | 69 |
|
|
2024
Q4 | $385K | Hold |
4,152
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $432K | Buy |
4,152
+10
| +0.2% | +$1.04K | 0.11% | 68 |
|
|
2024
Q2 | $399K | Hold |
4,142
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $411K | Hold |
4,142
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $371K | Sell |
4,142
-9
| -0.2% | -$805 | 0.11% | 61 |
|
|
2023
Q3 | $333K | Hold |
4,151
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $369K | Hold |
4,151
| – | – | 0.13% | 60 |
|
|
2023
Q1 | $350K | Hold |
4,151
| – | – | 0.12% | 59 |
|
|
2022
Q4 | $325K | Hold |
4,151
| – | – | 0.12% | 60 |
|
|
2022
Q3 | $265K | Sell |
4,151
-3
| -0.1% | -$192 | 0.11% | 61 |
|
|
2022
Q2 | $290K | Hold |
4,154
| – | – | 0.12% | 58 |
|
|
2022
Q1 | $318K | Buy |
4,154
+3
| +0.1% | +$230 | 0.11% | 57 |
|
|
2021
Q4 | $361K | Sell |
4,151
-20
| -0.5% | -$1.74K | 0.13% | 55 |
|
|
2021
Q3 | $344K | Buy |
4,171
+29
| +0.7% | +$2.39K | 0.13% | 57 |
|
|
2021
Q2 | $373K | Hold |
4,142
| – | – | 0.14% | 54 |
|
|
2021
Q1 | $284K | Hold |
4,142
| – | – | 0.12% | 61 |
|
|
2020
Q4 | $280K | Hold |
4,142
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $259K | Hold |
4,142
| – | – | 0.14% | 55 |
|
|
2020
Q2 | $236K | Buy |
+4,142
| New | +$236K | 0.14% | 57 |
|