Capital Planning 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
2024 Q4	–	Sell	-1,931	Closed	-$201K	–	146
2024 Q3	$201K	Sell	1,931 -312	-14%	-$29.7K	0.03%	138
2024 Q2	$216K	Sell	2,243 -85	-4%	-$8.19K	0.04%	132
2024 Q1	$231K	Buy	2,328 +12	+0.5%	+$1.11K	0.04%	135
2023 Q4	$207K	Buy	+2,316	New	+$193K	0.04%	133
2023 Q3	–	Sell	-2,383	Closed	-$212K	–	126
2023 Q2	$212K	Hold	2,383	–	–	0.04%	126
2023 Q1	$201K	Buy	+2,383	New	+$197K	0.04%	122
2022 Q2	–	Sell	-2,969	Closed	-$228K	–	159
2022 Q1	$228K	Sell	2,969 -75	-2%	-$5.99K	0.05%	153
2021 Q4	$265K	Buy	3,044 +75	+3%	+$6.28K	0.05%	140
2021 Q3	$244K	Hold	2,969	–	–	0.05%	134
2021 Q2	$243K	Buy	+2,969	New	+$229K	0.05%	137