CWM
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Centricity Wealth Management’s Otis Worldwide OTIS Stock Holding History

Centricity Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.2K Hold
275
– – 0.02% 225
2025
Q1 		$28.4K Sell
275
-80
-23% -$8.26K 0.03% 217
2024
Q4 		$32.9K Buy
+355
New +$32.9K 0.03% 209