Congress Wealth Management’s Otis Worldwide OTIS Stock Holding History

Congress Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$520K	Buy
2025 Q1	$373K	Buy
2024 Q4	$236K	Buy
2024 Q1	–	Sell
2023 Q4	$215K	Buy
2023 Q3	–	Sell
2023 Q2	$213K	Hold
2023 Q1	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$207K	Sell
2021 Q4	$286K	Buy