AdviceOne Advisory Services’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.2M	Buy	143,049 +927	+0.7%	+$91.8K	10.45%	3
2025 Q1	$14.7M	Sell	142,122 -1,072	-0.7%	-$111K	11.98%	3
2024 Q4	$13.3M	Buy	+143,194	New	+$13.3M	11.77%	3