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Essential Planning’s Otis Worldwide OTIS Stock Holding History

Essential Planning’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
Q1 		– Sell
-3,250
Closed -$326K – 235
2024
Q4 		$326K Buy
+3,250
New +$326K ﹤0.01% 290