Sheets Smith Wealth Management’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 | $3.18M | Sell |
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|
2025
Q2 | $5.56M | Hold |
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|
2025
Q1 | $5.8M | Sell |
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|
2024
Q4 | $5.22M | Hold |
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|
2024
Q3 | $5.86M | Hold |
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $5.96M | Buy |
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|
2023
Q4 | $5.1M | Hold |
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|
2023
Q3 | $4.58M | Buy |
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|
2023
Q2 | $5.01M | Hold |
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|
2023
Q1 | $4.75M | Sell |
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|
2022
Q4 | $4.41M | Sell |
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|
2022
Q3 | $3.66M | Hold |
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|
2022
Q2 | $4.05M | Buy |
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|
2022
Q1 | $4.33M | Sell |
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|
2021
Q4 | $4.99M | Hold |
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|
2021
Q3 | $4.72M | Hold |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $3.94M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $3.56M | Buy |
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|
2020
Q2 | $2.64M | Buy |
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