Valued Wealth Advisors’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 | $1.68K | Hold |
17
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $1.76K | Hold |
17
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $1.58K | Hold |
17
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $1.77K | Hold |
17
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $1.64K | Hold |
17
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $1.69K | Hold |
17
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $1.37K | Buy |
+17
| New | +$1.37K | ﹤0.01% | 349 |
|