First City Capital Management’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	–	Sell	-2,250	Closed	-$208K	–	153
2024 Q4	$208K	Sell	2,250 -150	-6%	-$15K	0.11%	150
2024 Q3	$249K	Hold	2,400	–	–	0.13%	144
2024 Q2	$231K	Sell	2,400 -300	-11%	-$28.9K	0.13%	147
2024 Q1	$268K	Sell	2,700 -1,375	-34%	-$127K	0.15%	148
2023 Q4	$365K	Sell	4,075 -338	-8%	-$28.1K	0.21%	118
2023 Q3	$354K	Sell	4,413 -17	-0.4%	-$1.45K	0.22%	113
2023 Q2	$394K	Sell	4,430 -50	-1%	-$4.21K	0.23%	112
2023 Q1	$382K	Sell	4,480 -12	-0.3%	-$993	0.22%	113
2022 Q4	$352K	Sell	4,492 -50	-1%	-$3.69K	0.21%	119
2022 Q3	$290K	Hold	4,542	–	–	0.19%	126
2022 Q2	$321K	Buy	4,542 +125	+3%	+$9.21K	0.2%	125
2022 Q1	$340K	Hold	4,417	–	–	0.19%	128
2021 Q4	$364K	Sell	4,417 -763	-15%	-$63.9K	0.2%	119
2021 Q3	$426K	Hold	5,180	–	–	0.24%	117
2021 Q2	$467K	Sell	5,180 -42	-0.8%	-$3.23K	0.26%	110
2021 Q1	$398K	Sell	5,222 -175	-3%	-$11.4K	0.23%	115
2020 Q4	$342K	Sell	5,397 -5,918	-52%	-$384K	0.22%	123
2020 Q3	$742K	Buy	11,315 +5,430	+92%	+$332K	0.28%	96
2020 Q2	$335K	Buy	+5,885	New	+$305K	0.26%	100