Sound View Wealth Advisors Group’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 | $428K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $298K | Buy |
|