Sterling Financial Planning’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 | $249K | Hold |
2,513
| – | – | 0.08% | 100 |
|
|
2025
Q1 | $259K | Hold |
2,513
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $233K | Buy |
2,513
+13
| +0.5% | +$1.2K | 0.09% | 99 |
|
|
2024
Q3 | $260K | Hold |
2,500
| – | – | 0.1% | 96 |
|
|
2024
Q2 | $241K | Hold |
2,500
| – | – | 0.1% | 100 |
|
|
2024
Q1 | $248K | Hold |
2,500
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $224K | Buy |
+2,500
| New | +$224K | 0.1% | 96 |
|