Waldron Private 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
Q1 | – | Sell |
-3,823
| Closed | -$354K | – | 389 |
|
|
2024
Q4 | $354K | Sell |
3,823
-789
| -17% | -$73.1K | 0.01% | 305 |
|
|
2024
Q3 | $479K | Buy |
4,612
+349
| +8% | +$36.3K | 0.02% | 254 |
|
|
2024
Q2 | $410K | Buy |
4,263
+3
| +0.1% | +$289 | 0.02% | 260 |
|
|
2024
Q1 | $423K | Buy |
4,260
+40
| +0.9% | +$3.97K | 0.02% | 265 |
|
|
2023
Q4 | $378K | Buy |
4,220
+352
| +9% | +$31.5K | 0.02% | 277 |
|
|
2023
Q3 | $311K | Sell |
3,868
-680
| -15% | -$54.6K | 0.02% | 282 |
|
|
2023
Q2 | $405K | Sell |
4,548
-450
| -9% | -$40.1K | 0.02% | 253 |
|
|
2023
Q1 | $422K | Buy |
+4,998
| New | +$422K | 0.02% | 277 |
|
|
2022
Q3 | – | Sell |
-3,505
| Closed | -$247K | – | 390 |
|
|
2022
Q2 | $247K | Buy |
3,505
+369
| +12% | +$26K | 0.01% | 331 |
|
|
2022
Q1 | $241K | Buy |
3,136
+129
| +4% | +$9.91K | 0.01% | 357 |
|
|
2021
Q4 | $261K | Buy |
3,007
+2
| +0.1% | +$174 | 0.01% | 332 |
|
|
2021
Q3 | $247K | Buy |
+3,005
| New | +$247K | 0.01% | 315 |
|