True Wealth Design’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 | $10.5K | Buy |
106
+9
| +9% | +$891 | ﹤0.01% | 564 |
|
|
2025
Q1 | $10K | Buy |
97
+85
| +708% | +$8.77K | ﹤0.01% | 475 |
|
|
2024
Q4 | $1.11K | Hold |
12
| – | – | ﹤0.01% | 903 |
|
|
2024
Q3 | $1.25K | Hold |
12
| – | – | ﹤0.01% | 921 |
|
|
2024
Q2 | $1.16K | Buy |
12
+3
| +33% | +$289 | ﹤0.01% | 480 |
|
|
2024
Q1 | $894 | Sell |
9
-24
| -73% | -$2.38K | ﹤0.01% | 492 |
|
|
2023
Q4 | $2.95K | Hold |
33
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $2.65K | Hold |
33
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $2.94K | Hold |
33
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $2.79K | Hold |
33
| – | – | ﹤0.01% | 312 |
|
|
2022
Q4 | $2.58K | Buy |
+33
| New | +$2.58K | ﹤0.01% | 283 |
|