BSW Wealth Partners’s Otis Worldwide OTIS Stock Holding History

BSW Wealth Partners’s Portfolio OTIS Stock Details OTIS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$375K	Buy
2025 Q2	$317K	Sell
2025 Q1	$390K	Sell
2024 Q4	$388K	Buy
2024 Q3	$414K	Buy
2024 Q2	$295K	Sell
2024 Q1	$318K	Buy
2023 Q4	$206K	Buy
2022 Q4	–	Sell
2022 Q3	$211K	Buy