Circle Wealth Management’s Otis Worldwide OTIS Stock Holding History

Circle 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	$3.22M	Hold
2025 Q1	$3.36M	Hold
2024 Q4	$3.01M	Hold
2024 Q3	$3.38M	Hold
2024 Q2	$3.13M	Sell
2024 Q1	$3.26M	Hold
2023 Q4	$2.94M	Sell
2023 Q3	$2.64M	Buy