CarsonAllaria Wealth 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 Q3	–	Sell	-395	Closed	-$39.2K	–	254
2025 Q2	$39.2K	Hold	395	–	–	0.02%	146
2025 Q1	$40.8K	Hold	395	–	–	0.02%	141
2024 Q4	$36.6K	Hold	395	–	–	0.02%	149
2024 Q3	$41.1K	Buy	395 +1	+0.3%	+$95	0.02%	140
2024 Q2	$38K	Hold	394	–	–	0.02%	138
2024 Q1	$39.2K	Hold	394	–	–	0.02%	145
2023 Q4	$35.3K	Hold	394	–	–	0.03%	133
2023 Q3	$31.7K	Hold	394	–	–	0.03%	135
2023 Q2	$35.1K	Hold	394	–	–	0.03%	129
2023 Q1	$33.3K	Hold	394	–	–	0.03%	133
2022 Q4	$31K	Hold	394	–	–	0.03%	131
2022 Q3	$25K	Buy	394 +1	+0.3%	+$73	0.02%	134
2022 Q2	$28K	Sell	393 -46	-10%	-$3.39K	0.03%	134
2022 Q1	$34K	Buy	439 +1	+0.2%	+$80	0.03%	129
2021 Q4	$38K	Buy	+438	New	+$36.7K	0.03%	134