AdvisorShares Investments’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-81,800	Closed	-$7.48M	–	336
2025 Q3	$7.48M	Sell	81,800 -156	-0.2%	-$14.2K	1.22%	19
2025 Q2	$8.12M	Buy	81,956 +1,289	+2%	+$124K	1.46%	12
2025 Q1	$8.39M	Buy	80,667 +4,445	+6%	+$434K	1.64%	6
2024 Q4	$7.06M	Buy	76,222 +10,178	+15%	+$1.02M	1.36%	14
2024 Q3	$6.86M	Buy	66,044 +1,048	+2%	+$99.8K	1.32%	16
2024 Q2	$6.17M	Buy	64,996 +4,454	+7%	+$429K	1.07%	20
2024 Q1	$6.01M	Buy	60,542 +22,270	+58%	+$2.06M	1.01%	12
2023 Q4	$3.42M	Buy	38,272 +4,755	+14%	+$395K	0.8%	23
2023 Q3	$2.69M	Buy	33,517 +1,936	+6%	+$166K	0.72%	24
2023 Q2	$2.81M	Buy	31,581 +7,744	+32%	+$652K	0.8%	19
2023 Q1	$2.01M	Buy	23,837 +7,260	+44%	+$601K	0.63%	20
2022 Q4	$1.3M	Buy	16,577 +451	+3%	+$33.3K	0.37%	27
2022 Q3	$1.03M	Hold	16,126	–	–	0.28%	37
2022 Q2	$1.14M	Sell	16,126 -242	-1%	-$17.8K	0.32%	30
2022 Q1	$1.26M	Buy	16,368 +1,379	+9%	+$110K	0.21%	38
2021 Q4	$1.3M	Buy	+14,989	New	+$1.25M	0.16%	71