Atria Wealth Solutions’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 Q2	–	Sell	-2,323	Closed	-$240K	–	1770
2025 Q1	$240K	Sell	2,323 -799	-26%	-$78.1K	﹤0.01%	1610
2024 Q4	$289K	Sell	3,122 -1,924	-38%	-$193K	﹤0.01%	1576
2024 Q3	$524K	Sell	5,046 -2,147	-30%	-$205K	0.01%	1226
2024 Q2	$692K	Sell	7,193 -2,463	-26%	-$237K	0.01%	1065
2024 Q1	$959K	Buy	9,656 +2,151	+29%	+$199K	0.01%	925
2023 Q4	$671K	Buy	7,505 +2,042	+37%	+$170K	0.01%	1056
2023 Q3	$439K	Sell	5,463 -154	-3%	-$13.2K	0.01%	1191
2023 Q2	$500K	Sell	5,617 -453	-7%	-$38.2K	0.01%	1162
2023 Q1	$512K	Sell	6,070 -652	-10%	-$54K	0.01%	1120
2022 Q4	$526K	Sell	6,722 -294	-4%	-$21.7K	0.01%	1055
2022 Q3	$448K	Sell	7,016 -86	-1%	-$6.29K	0.01%	1083
2022 Q2	$502K	Buy	7,102 +3,988	+128%	+$294K	0.01%	973
2022 Q1	$240K	Buy	+3,114	New	+$249K	﹤0.01%	1456