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

Evelyn Partners Investment 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 		$52.9K Buy
1,472
+611
+71% +$22K ﹤0.01% 194
2025
Q1 		$77.3K Buy
+861
New +$77.3K ﹤0.01% 180