Wealthfront Advisers’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
Q2 | $3.58M | Sell |
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|
2025
Q1 | $4.47M | Buy |
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|
2024
Q4 | $3.67M | Buy |
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|
2024
Q3 | $4.11M | Sell |
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|
2024
Q2 | $3.85M | Buy |
|
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.39M | Buy |
|
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.01M | Sell |
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|
2023
Q1 | $3.05M | Buy |
|
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $948K | Sell |
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|
2020
Q3 | $895K | Sell |
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|
2020
Q2 | $1.07M | Buy |
|