First Foundation Advisors’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 Q2	–	Sell	-2,175	Closed	-$224K	–	347
2025 Q1	$224K	Sell	2,175 -258	-11%	-$25.2K	0.01%	307
2024 Q4	$225K	Sell	2,433 -6	-0.2%	-$602	0.01%	314
2024 Q3	$254K	Sell	2,439 -620	-20%	-$59.1K	0.01%	305
2024 Q2	$294K	Sell	3,059 -477	-13%	-$46K	0.01%	281
2024 Q1	$351K	Buy	3,536 +41	+1%	+$3.79K	0.01%	271
2023 Q4	$313K	Sell	3,495 -592	-14%	-$49.2K	0.01%	287
2023 Q3	$328K	Buy	+4,087	New	+$350K	0.02%	307
2023 Q2	–	Sell	-2,883	Closed	-$243K	–	436
2023 Q1	$243K	Buy	2,883 +60	+2%	+$4.96K	0.01%	331
2022 Q4	$221K	Sell	2,823 -387	-12%	-$28.6K	0.01%	355
2022 Q3	$205K	Sell	3,210 -6,660	-67%	-$487K	0.01%	350
2022 Q2	$698K	Sell	9,870 -1,916	-16%	-$141K	0.03%	209
2022 Q1	$907K	Buy	11,786 +796	+7%	+$63.6K	0.03%	198
2021 Q4	$957K	Buy	+10,990	New	+$920K	0.03%	204