Cary Street 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	$498K	Sell	5,033 -43	-0.8%	-$4.26K	0.01%	553
2025 Q1	$524K	Buy	5,076 +174	+4%	+$18K	0.02%	526
2024 Q4	$454K	Buy	+4,902	New	+$454K	0.01%	526