Aprio Wealth Management’s Otis Worldwide OTIS Stock Holding History

Aprio Wealth Management’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 Q3	–	Sell
2025 Q2	$283K	Sell
2025 Q1	$406K	Buy
2024 Q4	$335K	Buy
2024 Q3	$283K	Sell
2024 Q2	$287K	Buy
2024 Q1	$248K	Buy