Beacon Capital Management LLC (Tennessee)’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	-517	Closed	-$51.1K	–	748
2025 Q2	$51.1K	Buy	517 +1	+0.2%	+$97	0.01%	329
2025 Q1	$53.3K	Hold	516	–	–	0.01%	302
2024 Q4	$47.8K	Hold	516	–	–	0.01%	310
2024 Q3	$53.6K	Hold	516	–	–	0.01%	312
2024 Q2	$49.7K	Hold	516	–	–	0.01%	288
2024 Q1	$51.2K	Sell	516 -42	-8%	-$3.88K	0.01%	293
2023 Q4	$44.8K	Hold	558	–	–	0.01%	238
2023 Q3	$49.7K	Hold	558	–	–	0.01%	250
2023 Q2	$49.7K	Sell	558 -40	-7%	-$3.37K	0.01%	250
2023 Q1	$50.5K	Sell	598 -9	-1%	-$745	0.01%	214
2022 Q4	$47.5K	Buy	607 +9	+2%	+$664	0.02%	226
2022 Q3	$42K	Hold	598	–	–	0.01%	233
2022 Q2	$45K	Hold	598	–	–	0.01%	257
2022 Q1	$45K	Buy	+598	New	+$47.8K	0.01%	257