First Affirmative Financial Network’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$325K Sell
2024
Q4
$324K Buy
2024
Q3
$356K Buy
2024
Q2
$329K Sell
2024
Q1
$355K Sell
2023
Q4
$331K Buy
2023
Q3
$229K Buy
2023
Q2
$202K Buy