AWM
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Activest Wealth Management’s Otis Worldwide OTIS Stock Holding History

Activest Wealth Management’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 		$4.36K Sell
44
-60
-58% -$5.94K ﹤0.01% 569
2025
Q1 		$10.7K Buy
104
+100
+2,500% +$10.3K ﹤0.01% 387
2024
Q4 		$370 Buy
+4
New +$370 ﹤0.01% 567