Tyche Wealth Partners’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 | $203K | Sell |
2,055
-150
| -7% | -$14.9K | 0.04% | 277 |
|
2025
Q1 | $228K | Sell |
2,205
-2
| -0.1% | -$206 | 0.05% | 247 |
|
2024
Q4 | $204K | Hold |
2,207
| – | – | 0.04% | 278 |
|
2024
Q3 | $229K | Buy |
2,207
+2
| +0.1% | +$208 | 0.05% | 250 |
|
2024
Q2 | $212K | Hold |
2,205
| – | – | 0.05% | 248 |
|
2024
Q1 | $219K | Sell |
2,205
-50
| -2% | -$4.96K | 0.05% | 250 |
|
2023
Q4 | $202K | Buy |
+2,255
| New | +$202K | 0.05% | 270 |
|