Signature Wealth Management Partners’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
Q2 | $288K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $214K | Buy |
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