AdviceOne Advisory Services’s Otis Worldwide OTIS Stock Holding History

AdviceOne Advisory Services’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.2M	Buy
2025 Q1	$14.7M	Sell
2024 Q4	$13.3M	Buy