Wealthspire Advisors (New York)’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
Q3 | $179K | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $237K | Buy |
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