Evelyn Partners Investment Management Services’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	$100K	Sell	975 -189	-16%	-$19.4K	0.01%	119
2025 Q1	$104K	Buy	+1,164	New	+$104K	0.02%	105