Wedmont Private Capital’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 | $499K | Sell |
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|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $293K | Buy |
|