Soltis Investment Advisors’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 | $609K | Sell |
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|
2025
Q1 | $656K | Buy |
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|
2024
Q4 | $562K | Sell |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $209K | Buy |
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