Smartleaf Asset 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
Q2
$140K Sell
2025
Q1
$216K Buy
2024
Q4
$187K Buy
2024
Q3
$157K Buy
2024
Q2
$65.7K Buy
2024
Q1
$34.4K Buy
2023
Q4
$9.77K Buy