Financial Network Wealth Advisors’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	$41K	Hold	414	–	–	0.05%	279
2025 Q1	$42.7K	Buy	414 +14	+4%	+$1.45K	0.06%	265
2024 Q4	$37K	Sell	400 -8	-2%	-$741	0.07%	215
2024 Q3	$42.4K	Buy	408 +8	+2%	+$832	0.04%	297
2024 Q2	$38.5K	Buy	+400	New	+$38.5K	0.03%	333