Carolina Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Carolina Wealth Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Buy
2025 Q2	$1.16M	Buy
2025 Q1	$913K	Buy
2024 Q4	$210K	Buy
2024 Q3	$52.6K	Buy
2021 Q3	–	Sell
2021 Q2	$1K	Hold
2021 Q1	$1K	Hold
2020 Q4	$1K	Sell
2020 Q3	$2K	Buy