TD Private Client Wealth’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 | $512K | Buy |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $767K | Sell |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $681K | Sell |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $653K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $670K | Sell |
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|
2020
Q3 | $632K | Sell |
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|
2020
Q2 | $615K | Buy |
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