Fortis Capital 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
Sell
-5,807
Closed -$599K 269
2025
Q1
$599K Buy
+5,807
New +$599K 0.12% 142