AAG
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Accordant Advisory Group’s Otis Worldwide OTIS Stock Holding History

Accordant Advisory Group’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.9K Hold
181
– – 0.01% 119
2025
Q1 		$18.7K Hold
181
– – 0.02% 98
2024
Q4 		$16.8K Hold
181
– – 0.02% 107
2024
Q3 		$18.8K Buy
181
+56
+45% +$5.82K 0.02% 107
2024
Q2 		$12K Buy
+125
New +$12K 0.01% 119