Otis Worldwide Corp shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 635 | 91.43 |
| 2025-06-30 | $70k | 710 | 99.02 |
| 2025-03-31 | $76k | 740 | 103.20 |
| 2024-12-31 | $69k | 749 | 92.61 |
| 2024-09-30 | $78k | 752 | 103.94 |
| 2024-06-30 | $79k | 820 | 96.26 |
| 2024-03-31 | $81k | 820 | 99.27 |
| 2023-12-31 | $73k | 820 | 89.47 |
| 2023-09-30 | $66k | 820 | 80.31 |
| 2023-06-30 | $73k | 820 | 89.01 |
| 2023-03-31 | $69k | 820 | 84.40 |
| 2022-12-31 | $105k | 1.3k | 78.31 |
| 2022-09-30 | $85k | 1.3k | 63.43 |
| 2022-06-30 | $95k | 1.3k | 70.90 |
| 2022-03-31 | $103k | 1.3k | 76.87 |
| 2021-12-31 | $117k | 1.3k | 87.31 |
| 2021-09-30 | $58k | 705 | 82.27 |
| 2021-06-30 | $112k | 1.4k | 81.45 |
| 2021-03-31 | $94k | 1.4k | 68.36 |
| 2020-12-31 | $93k | 1.4k | 67.64 |
| 2020-09-30 | $86k | 1.4k | 62.55 |
| 2020-06-30 | $78k | 1.4k | 56.73 |
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