EP Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

EP Wealth Advisors’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	$952K	Buy
2025 Q1	$766K	Buy
2024 Q4	$614K	Buy
2024 Q3	$666K	Buy
2024 Q2	$576K	Buy
2024 Q1	$444K	Buy
2023 Q4	$396K	Buy
2023 Q3	$339K	Sell
2023 Q2	$363K	Buy
2023 Q1	$998K	Sell
2022 Q4	$221K	Buy