Greenwood Gearhart’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,157	Closed	-$224K	–	135
2024 Q3	$224K	Hold	2,157	–	–	0.02%	100
2024 Q2	$208K	Sell	2,157 -190	-8%	-$18.3K	0.02%	105
2024 Q1	$233K	Sell	2,347 -28	-1%	-$2.59K	0.02%	92
2023 Q4	$213K	Sell	2,375 -141,493	-98%	-$11.8M	0.02%	92
2023 Q3	$11.6M	Buy	143,868 +3,792	+3%	+$324K	1.37%	35
2023 Q2	$12.5M	Buy	140,076 +4,716	+3%	+$397K	1.45%	31
2023 Q1	$11.4M	Buy	135,360 +33,462	+33%	+$2.77M	1.45%	31
2022 Q4	$7.98M	Buy	101,898 +4,705	+5%	+$347K	1.13%	42
2022 Q3	$6.2M	Buy	97,193 +4,863	+5%	+$356K	0.98%	47
2022 Q2	$6.53M	Buy	92,330 +5,627	+6%	+$414K	1.04%	45
2022 Q1	$6.67M	Buy	86,703 +21,352	+33%	+$1.71M	0.92%	47
2021 Q4	$5.69M	Buy	65,351 +3,298	+5%	+$276K	0.78%	49
2021 Q3	$5.11M	Buy	62,053 +4,352	+8%	+$383K	0.79%	48
2021 Q2	$4.72M	Buy	57,701 +1,534	+3%	+$118K	0.76%	49
2021 Q1	$3.85M	Buy	56,167 +11,223	+25%	+$734K	0.68%	48
2020 Q4	$3.04M	Buy	44,944 +13,753	+44%	+$892K	0.59%	47
2020 Q3	$1.95M	Buy	31,191 +2,219	+8%	+$136K	0.45%	48
2020 Q2	$1.65M	Buy	+28,972	New	+$1.5M	0.43%	50