Brookstone Capital 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 Q4	–	Sell	-2,274	Closed	-$208K	–	1216
2025 Q3	$208K	Sell	2,274 -38,605	-94%	-$3.5M	﹤0.01%	1086
2025 Q2	$4.05M	Buy	40,879 +609	+2%	+$58.8K	0.05%	315
2025 Q1	$4.16M	Buy	+40,270	New	+$3.93M	0.06%	293
2024 Q4	–	Sell	-2,364	Closed	-$246K	–	1037
2024 Q3	$246K	Sell	2,364 -4	-0.2%	-$381	﹤0.01%	898
2024 Q2	$234K	Sell	2,368 -219	-8%	-$21.1K	﹤0.01%	868
2024 Q1	$257K	Buy	+2,587	New	+$239K	﹤0.01%	806
2022 Q2	–	Sell	-2,784	Closed	-$213K	–	815
2022 Q1	$213K	Sell	2,784 -80	-3%	-$6.39K	﹤0.01%	726
2021 Q4	$242K	Sell	2,864 -309	-10%	-$25.9K	﹤0.01%	676
2021 Q3	$258K	Buy	3,173 +551	+21%	+$48.5K	﹤0.01%	638
2021 Q2	$219K	Buy	+2,622	New	+$202K	﹤0.01%	663