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Frank Rimerman Advisors’s Otis Worldwide OTIS Stock Holding History

Frank Rimerman Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$414K Buy
4,185
+1,699
+68% +$168K 0.03% 385
2025
Q1 		$257K Sell
2,486
-1,287
-34% -$133K 0.02% 447
2024
Q4 		$349K Buy
+3,773
New +$349K 0.03% 381