SVWAG
Sound View Wealth Advisors Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
4,325
+197
| +5% | +$19.5K | 0.03% | 293 |
|
|
2025
Q1 | $426K | Buy |
4,128
+5
| +0.1% | +$516 | 0.04% | 277 |
|
|
2024
Q4 | $382K | Buy |
4,123
+185
| +5% | +$17.1K | 0.03% | 300 |
|
|
2024
Q3 | $409K | Buy |
3,938
+86
| +2% | +$8.94K | 0.03% | 289 |
|
|
2024
Q2 | $371K | Buy |
3,852
+76
| +2% | +$7.32K | 0.04% | 272 |
|
|
2024
Q1 | $375K | Sell |
3,776
-215
| -5% | -$21.3K | 0.04% | 274 |
|
|
2023
Q4 | $357K | Buy |
3,991
+63
| +2% | +$5.64K | 0.04% | 283 |
|
|
2023
Q3 | $315K | Buy |
3,928
+32
| +0.8% | +$2.57K | 0.04% | 280 |
|
|
2023
Q2 | $347K | Sell |
3,896
-418
| -10% | -$37.2K | 0.05% | 269 |
|
|
2023
Q1 | $364K | Buy |
4,314
+323
| +8% | +$27.3K | 0.05% | 262 |
|
|
2022
Q4 | $357K | Buy |
3,991
+65
| +2% | +$5.82K | 0.04% | 283 |
|
|
2022
Q3 | $251K | Sell |
3,926
-16
| -0.4% | -$1.02K | 0.06% | 234 |
|
|
2022
Q2 | $279K | Buy |
3,942
+32
| +0.8% | +$2.27K | 0.06% | 225 |
|
|
2022
Q1 | $301K | Sell |
3,910
-50
| -1% | -$3.85K | 0.06% | 242 |
|
|
2021
Q4 | $345K | Buy |
3,960
+43
| +1% | +$3.75K | 0.07% | 216 |
|
|
2021
Q3 | $322K | Sell |
3,917
-260
| -6% | -$21.4K | 0.07% | 223 |
|
|
2021
Q2 | $342K | Sell |
4,177
-530
| -11% | -$43.4K | 0.07% | 215 |
|
|
2021
Q1 | $322K | Buy |
4,707
+423
| +10% | +$28.9K | 0.08% | 208 |
|
|
2020
Q4 | $289K | Sell |
4,284
-176
| -4% | -$11.9K | 0.07% | 208 |
|
|
2020
Q3 | $278K | Sell |
4,460
-775
| -15% | -$48.3K | 0.07% | 199 |
|
|
2020
Q2 | $298K | Buy |
+5,235
| New | +$298K | 0.08% | 186 |
|