Bragg Financial Advisors’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	-2,511	Closed	-$249K	–	349
2025 Q2	$249K	Sell	2,511 -237	-9%	-$22.9K	0.01%	326
2025 Q1	$284K	Sell	2,748 -119	-4%	-$11.6K	0.01%	300
2024 Q4	$266K	Sell	2,867 -300	-9%	-$30.1K	0.01%	306
2024 Q3	$329K	Sell	3,167 -242	-7%	-$23.1K	0.01%	277
2024 Q2	$328K	Sell	3,409 -274	-7%	-$26.4K	0.01%	271
2024 Q1	$366K	Hold	3,683	–	–	0.02%	266
2023 Q4	$330K	Buy	3,683 +87	+2%	+$7.23K	0.02%	269
2023 Q3	$289K	Sell	3,596 -563	-14%	-$48.1K	0.02%	280
2023 Q2	$370K	Hold	4,159	–	–	0.02%	268
2023 Q1	$351K	Sell	4,159 -432	-9%	-$35.7K	0.02%	260
2022 Q4	$360K	Buy	4,591 +98	+2%	+$7.24K	0.02%	256
2022 Q3	$287K	Sell	4,493 -165	-4%	-$12.1K	0.02%	260
2022 Q2	$329K	Sell	4,658 -1,385	-23%	-$102K	0.02%	263
2022 Q1	$465K	Sell	6,043 -841	-12%	-$67.2K	0.03%	243
2021 Q4	$566K	Hold	6,884	–	–	0.04%	211
2021 Q3	$566K	Sell	6,884 -3,789	-36%	-$333K	0.04%	211
2021 Q2	$873K	Sell	10,673 -662	-6%	-$51K	0.06%	187
2021 Q1	$776K	Sell	11,335 -1,098	-9%	-$71.8K	0.05%	192
2020 Q4	$840K	Sell	12,433 -1,387	-10%	-$90K	0.07%	172
2020 Q3	$863K	Sell	13,820 -9,571	-41%	-$585K	0.09%	162
2020 Q2	$1.33M	Buy	+23,391	New	+$1.21M	0.15%	143