Otis Worldwide Corp shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Otis Worldwide Corp
Tip: Access up to 7 years of quarterly data
All positions including Otis Worldwide Corp held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Otis Worldwide Corp by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 9.5k | 91.43 |
| 2025-06-30 | $942k | 9.5k | 99.02 |
| 2025-03-31 | $997k | 9.7k | 103.20 |
| 2024-12-31 | $895k | 9.7k | 92.61 |
| 2024-09-30 | $1.0M | 9.7k | 103.94 |
| 2024-06-30 | $973k | 10k | 96.26 |
| 2024-03-31 | $1.0M | 10k | 99.27 |
| 2023-12-31 | $929k | 10k | 89.47 |
| 2023-09-30 | $834k | 10k | 80.31 |
| 2023-06-30 | $987k | 11k | 89.01 |
| 2023-03-31 | $939k | 11k | 84.40 |
| 2022-12-31 | $902k | 12k | 78.31 |