True Wealth Design’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 | $77.7K | Buy |
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|
2025
Q2 | $10.5K | Buy |
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|
2025
Q1 | $10K | Buy |
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|
2024
Q4 | $1.11K | Hold |
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|
2024
Q3 | $1.25K | Hold |
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|
2024
Q2 | $1.16K | Buy |
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|
2024
Q1 | $894 | Sell |
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|
2023
Q4 | $2.95K | Hold |
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|
2023
Q3 | $2.65K | Hold |
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|
2023
Q2 | $2.94K | Hold |
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|
2023
Q1 | $2.79K | Hold |
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|
2022
Q4 | $2.58K | Buy |
|