SWMP
Signature Wealth Management Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
2,910
| – | – | 0.16% | 84 |
|
|
2025
Q1 | $300K | Hold |
2,910
| – | – | 0.2% | 81 |
|
|
2024
Q4 | $269K | Hold |
2,910
| – | – | 0.19% | 84 |
|
|
2024
Q3 | $302K | Hold |
2,910
| – | – | 0.22% | 79 |
|
|
2024
Q2 | $280K | Hold |
2,910
| – | – | 0.21% | 82 |
|
|
2024
Q1 | $289K | Hold |
2,910
| – | – | 0.24% | 80 |
|
|
2023
Q4 | $260K | Hold |
2,910
| – | – | 0.23% | 84 |
|
|
2023
Q3 | $234K | Hold |
2,910
| – | – | 0.23% | 83 |
|
|
2023
Q2 | $259K | Hold |
2,910
| – | – | 0.24% | 78 |
|
|
2023
Q1 | $246K | Sell |
2,910
-177
| -6% | -$14.9K | 0.23% | 82 |
|
|
2022
Q4 | $242K | Buy |
+3,087
| New | +$242K | 0.24% | 86 |
|
|
2022
Q3 | – | Sell |
-3,162
| Closed | -$223K | – | 107 |
|
|
2022
Q2 | $223K | Hold |
3,162
| – | – | 0.23% | 90 |
|
|
2022
Q1 | $243K | Hold |
3,162
| – | – | 0.21% | 94 |
|
|
2021
Q4 | $275K | Hold |
3,162
| – | – | 0.23% | 88 |
|
|
2021
Q3 | $260K | Hold |
3,162
| – | – | 0.24% | 89 |
|
|
2021
Q2 | $259K | Hold |
3,162
| – | – | 0.24% | 90 |
|
|
2021
Q1 | $216K | Hold |
3,162
| – | – | 0.21% | 93 |
|
|
2020
Q4 | $214K | Buy |
+3,162
| New | +$214K | 0.21% | 88 |
|