Spire Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
1,419
+188
| +15% | +$18.6K | 0.01% | 859 |
|
|
2025
Q1 | $127K | Sell |
1,231
-68
| -5% | -$7.02K | ﹤0.01% | 947 |
|
|
2024
Q4 | $120K | Buy |
1,299
+392
| +43% | +$36.3K | ﹤0.01% | 975 |
|
|
2024
Q3 | $94.3K | Sell |
907
-63
| -6% | -$6.55K | ﹤0.01% | 927 |
|
|
2024
Q2 | $93.3K | Sell |
970
-22
| -2% | -$2.12K | ﹤0.01% | 909 |
|
|
2024
Q1 | $98.5K | Buy |
992
+60
| +6% | +$5.96K | ﹤0.01% | 993 |
|
|
2023
Q4 | $81.8K | Buy |
932
+149
| +19% | +$13.1K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $62.9K | Buy |
783
+6
| +0.8% | +$482 | ﹤0.01% | 1085 |
|
|
2023
Q2 | $69.1K | Sell |
777
-116
| -13% | -$10.3K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $75.4K | Buy |
893
+6
| +0.7% | +$507 | ﹤0.01% | 1049 |
|
|
2022
Q4 | $69K | Buy |
887
+25
| +3% | +$1.95K | ﹤0.01% | 875 |
|
|
2022
Q3 | $55K | Sell |
862
-241
| -22% | -$15.4K | ﹤0.01% | 917 |
|
|
2022
Q2 | $78K | Sell |
1,103
-303
| -22% | -$21.4K | ﹤0.01% | 1125 |
|
|
2022
Q1 | $108K | Sell |
1,406
-70
| -5% | -$5.38K | ﹤0.01% | 1135 |
|
|
2021
Q4 | $129K | Sell |
1,476
-609
| -29% | -$53.2K | ﹤0.01% | 1299 |
|
|
2021
Q3 | $172K | Buy |
2,085
+299
| +17% | +$24.7K | ﹤0.01% | 980 |
|
|
2021
Q2 | $146K | Buy |
1,786
+26
| +1% | +$2.13K | ﹤0.01% | 1057 |
|
|
2021
Q1 | $120K | Buy |
+1,760
| New | +$120K | ﹤0.01% | 1311 |
|