Evelyn Partners Asset Management’s Otis Worldwide OTIS Stock Holding History

Evelyn Partners Asset 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 Q3	$54.8K	Hold
2025 Q2	$59.3K	Hold
2025 Q1	$61.8K	Buy
2024 Q4	$17.8K	Buy