Burling Wealth Partners’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	$1.24M	Sell	12,531 -563	-4%	-$55.7K	0.23%	85
2025 Q1	$1.35M	Sell	13,094 -2,120	-14%	-$219K	0.28%	82
2024 Q4	$1.41M	Buy	+15,214	New	+$1.41M	0.29%	81