SSWM
Sheets Smith Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Hold |
56,162
| – | – | 0.65% | 40 |
|
|
2025
Q1 | $5.8M | Sell |
56,162
-200
| -0.4% | -$20.6K | 0.72% | 35 |
|
|
2024
Q4 | $5.22M | Hold |
56,362
| – | – | 0.64% | 40 |
|
|
2024
Q3 | $5.86M | Hold |
56,362
| – | – | 0.72% | 38 |
|
|
2024
Q2 | $5.43M | Sell |
56,362
-3,685
| -6% | -$355K | 0.65% | 37 |
|
|
2024
Q1 | $5.96M | Buy |
60,047
+3,000
| +5% | +$298K | 0.67% | 38 |
|
|
2023
Q4 | $5.1M | Hold |
57,047
| – | – | 0.73% | 37 |
|
|
2023
Q3 | $4.58M | Buy |
57,047
+765
| +1% | +$61.4K | 0.7% | 35 |
|
|
2023
Q2 | $5.01M | Hold |
56,282
| – | – | 0.73% | 35 |
|
|
2023
Q1 | $4.75M | Sell |
56,282
-43
| -0.1% | -$3.63K | 0.73% | 35 |
|
|
2022
Q4 | $4.41M | Sell |
56,325
-1,003
| -2% | -$78.5K | 0.69% | 40 |
|
|
2022
Q3 | $3.66M | Hold |
57,328
| – | – | 0.61% | 42 |
|
|
2022
Q2 | $4.05M | Buy |
57,328
+1,000
| +2% | +$70.7K | 0.67% | 41 |
|
|
2022
Q1 | $4.33M | Sell |
56,328
-1,000
| -2% | -$76.9K | 0.6% | 42 |
|
|
2021
Q4 | $4.99M | Hold |
57,328
| – | – | 0.62% | 41 |
|
|
2021
Q3 | $4.72M | Hold |
57,328
| – | – | 0.64% | 43 |
|
|
2021
Q2 | $4.69M | Sell |
57,328
-156
| -0.3% | -$12.8K | 0.63% | 42 |
|
|
2021
Q1 | $3.94M | Buy |
57,484
+201
| +0.4% | +$13.8K | 0.58% | 45 |
|
|
2020
Q4 | $3.87M | Buy |
57,283
+266
| +0.5% | +$18K | 0.58% | 42 |
|
|
2020
Q3 | $3.56M | Buy |
57,017
+10,585
| +23% | +$661K | 0.62% | 43 |
|
|
2020
Q2 | $2.64M | Buy |
+46,432
| New | +$2.64M | 0.53% | 53 |
|