TritonPoint Wealth’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 | $302K | Sell |
3,046
-198
| -6% | -$19.6K | 0.03% | 285 |
|
|
2025
Q1 | $335K | Buy |
3,244
+352
| +12% | +$36.3K | 0.03% | 261 |
|
|
2024
Q4 | $268K | Sell |
2,892
-5
| -0.2% | -$463 | 0.02% | 287 |
|
|
2024
Q3 | $303K | Buy |
2,897
+42
| +1% | +$4.39K | 0.03% | 268 |
|
|
2024
Q2 | $275K | Sell |
2,855
-14
| -0.5% | -$1.35K | 0.03% | 265 |
|
|
2024
Q1 | $242K | Buy |
2,869
+113
| +4% | +$9.54K | 0.03% | 292 |
|
|
2023
Q4 | $247K | Buy |
+2,756
| New | +$247K | 0.02% | 304 |
|