Atticus Wealth Management’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 Q3	–	Sell	-322	Closed	-$31.9K	–	491
2025 Q2	$31.9K	Hold	322	–	–	0.01%	367
2025 Q1	$33.2K	Hold	322	–	–	0.01%	269
2024 Q4	$29.8K	Hold	322	–	–	0.01%	294
2024 Q3	$33.5K	Sell	322 -2	-0.6%	-$191	0.01%	280
2024 Q2	$31.2K	Hold	324	–	–	0.01%	274
2024 Q1	$32.2K	Hold	324	–	–	0.01%	284
2023 Q4	$29K	Hold	324	–	–	0.01%	293
2023 Q3	$26K	Hold	324	–	–	0.01%	314
2023 Q2	$28.8K	Hold	324	–	–	0.01%	305
2023 Q1	$27.3K	Sell	324 -107	-25%	-$8.85K	0.01%	296
2022 Q4	$33.8K	Sell	431 -45	-9%	-$3.32K	0.01%	289
2022 Q3	$34K	Hold	476	–	–	0.02%	270
2022 Q2	$34K	Buy	476 +419	+735%	+$30.9K	0.01%	293
2022 Q1	$4K	Buy	57 +45	+375%	+$3.6K	﹤0.01%	479
2021 Q4	$1K	Buy	+12	New	+$1K	﹤0.01%	426