Beaird Harris Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45K Buy
+15
New +$1.45K ﹤0.01% 529
2023
Q1
Sell
-49
Closed -$3.84K 670
2022
Q4
$3.84K Buy
+49
New +$3.84K ﹤0.01% 468