Otis Worldwide Corp shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 3.0k | 91.43 |
| 2025-06-30 | $299k | 3.0k | 99.02 |
| 2025-03-31 | $311k | 3.0k | 103.20 |
| 2024-12-31 | $279k | 3.0k | 92.61 |
| 2024-09-30 | $324k | 3.1k | 103.94 |
| 2024-06-30 | $302k | 3.1k | 96.88 |
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