Stratos Wealth Partners’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 | $629K | Buy |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $771K | Sell |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $639K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $678K | Buy |
|