Cherry Tree Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cherry Tree Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$100K	Sell
2025 Q1	$106K	Hold
2024 Q4	$95.3K	Hold
2024 Q3	$107K	Hold
2024 Q2	$99.1K	Hold
2024 Q1	$102K	Hold
2023 Q4	$92.1K	Hold
2023 Q3	$82.6K	Hold
2023 Q2	$91.6K	Buy