Spire Wealth 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
Q3 | $63.9K | Sell |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $127K | Sell |
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|
2024
Q4 | $120K | Buy |
|
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|
2024
Q3 | $94.3K | Sell |
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|
2024
Q2 | $93.3K | Sell |
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|
2024
Q1 | $98.5K | Buy |
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|
2023
Q4 | $81.8K | Buy |
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|
2023
Q3 | $62.9K | Buy |
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|
2023
Q2 | $69.1K | Sell |
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|
2023
Q1 | $75.4K | Buy |
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|
2022
Q4 | $69K | Buy |
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|
2022
Q3 | $55K | Sell |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $129K | Sell |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | $120K | Buy |
|