Consultiva Wealth Management’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	$24.3K	Hold	245	–	–	0.07%	138
2025 Q1	$25.3K	Buy	245 +121	+98%	+$12.5K	0.09%	137
2024 Q4	$11.5K	Buy	+124	New	+$11.5K	0.06%	118