Chicago Partners Investment Group’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	$347K	Buy	3,917 +1,207	+45%	+$107K	0.01%	772
2025 Q1	$264K	Buy	+2,710	New	+$264K	0.01%	747