Clarendon Private’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	$608K	Buy	6,143 +1,291	+27%	+$128K	0.58%	54
2025 Q1	$501K	Buy	4,852 +1,080	+29%	+$111K	0.53%	61
2024 Q4	$349K	Buy	+3,772	New	+$349K	0.37%	72