CWM
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Crowley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Crowley Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.6K Hold
450
– – 0.04% 146
2025
Q1 		$46.4K Hold
450
– – 0.04% 142
2024
Q4 		$41.7K Buy
+450
New +$41.7K 0.04% 152