Wescott Financial Advisory Group’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 | – | Sell |
-1,963
| Closed | -$203K | – | 179 |
|
|
2025
Q1 | $203K | Buy |
+1,963
| New | +$203K | 0.02% | 165 |
|
|
2024
Q2 | – | Sell |
-2,460
| Closed | -$244K | – | 167 |
|
|
2024
Q1 | $244K | Buy |
2,460
+2
| +0.1% | +$199 | 0.03% | 147 |
|
|
2023
Q4 | $220K | Buy |
+2,458
| New | +$220K | 0.03% | 155 |
|
|
2023
Q3 | – | Sell |
-2,458
| Closed | -$219K | – | 161 |
|
|
2023
Q2 | $219K | Hold |
2,458
| – | – | 0.04% | 150 |
|
|
2023
Q1 | $207K | Buy |
+2,458
| New | +$207K | 0.05% | 150 |
|