Wealth Enhancement Advisory Services’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 | $13.7M | Buy |
137,600
+105,956
| +335% | +$10.5M | 0.02% | 535 |
|
|
2025
Q1 | $3.27M | Buy |
31,644
+1,303
| +4% | +$134K | 0.01% | 1003 |
|
|
2024
Q4 | $2.81M | Buy |
30,341
+3,765
| +14% | +$349K | 0.01% | 1022 |
|
|
2024
Q3 | $2.76M | Buy |
26,576
+810
| +3% | +$84.2K | 0.01% | 929 |
|
|
2024
Q2 | $2.48M | Buy |
25,766
+1,161
| +5% | +$112K | 0.01% | 905 |
|
|
2024
Q1 | $2.44M | Sell |
24,605
-3,192
| -11% | -$317K | 0.01% | 877 |
|
|
2023
Q4 | $2.49M | Sell |
27,797
-5,526
| -17% | -$494K | 0.01% | 834 |
|
|
2023
Q3 | $2.68M | Buy |
+33,323
| New | +$2.68M | 0.01% | 760 |
|