Avior 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 Q1	–	Sell	-633	Closed	-$58.6K	–	1838
2024 Q4	$58.6K	Sell	633 -4	-0.6%	-$401	﹤0.01%	1087
2024 Q3	$66.2K	Sell	637 -52	-8%	-$4.95K	﹤0.01%	1021
2024 Q2	$66.3K	Sell	689 -1,692	-71%	-$163K	﹤0.01%	996
2024 Q1	$236K	Buy	2,381 +1,894	+389%	+$175K	0.01%	660
2023 Q4	$43.6K	Buy	487 +6	+1%	+$499	﹤0.01%	754
2023 Q3	$38.6K	Buy	481 +143	+42%	+$12.2K	﹤0.01%	810
2023 Q2	$30.1K	Sell	338 -51	-13%	-$4.3K	﹤0.01%	861
2023 Q1	$32.8K	Buy	389 +190	+95%	+$15.7K	﹤0.01%	866
2022 Q4	$15.6K	Hold	199	–	–	﹤0.01%	789
2022 Q3	$12K	Buy	199 +51	+34%	+$3.73K	﹤0.01%	829
2022 Q2	$10K	Hold	148	–	–	﹤0.01%	777
2022 Q1	$11K	Hold	148	–	–	﹤0.01%	821
2021 Q4	$12K	Sell	148 -105	-42%	-$8.79K	﹤0.01%	784
2021 Q3	$20K	Buy	253 +170	+205%	+$14.9K	﹤0.01%	665
2021 Q2	$6K	Buy	83 +20	+32%	+$1.54K	﹤0.01%	806
2021 Q1	$4K	Buy	63 +59	+1,475%	+$3.86K	﹤0.01%	860
2020 Q4	$0	Sell	4 -34	-89%	-$2.21K	﹤0.01%	1068
2020 Q3	$2K	Buy	38 +9	+31%	+$550	﹤0.01%	830
2020 Q2	$1K	Buy	+29	New	+$1.5K	﹤0.01%	857