HBC Financial Services’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	$0	Hold	7	–	–	﹤0.01%	195
2024 Q3	$0	Hold	7	–	–	﹤0.01%	189
2024 Q2	$0	Hold	7	–	–	﹤0.01%	176
2024 Q1	$0	Hold	7	–	–	﹤0.01%	183
2023 Q4	$0	Hold	7	–	–	﹤0.01%	194
2023 Q3	$0	Hold	7	–	–	﹤0.01%	191
2023 Q2	$0	Hold	7	–	–	﹤0.01%	202
2023 Q1	$0	Hold	7	–	–	﹤0.01%	194
2022 Q4	$0	Sell	7 -20	-74%	-$1.48K	﹤0.01%	179
2022 Q3	$2K	Buy	27 +20	+286%	+$1.46K	﹤0.01%	147
2022 Q2	$0	Hold	7	–	–	﹤0.01%	186
2022 Q1	$0	Hold	7	–	–	﹤0.01%	179
2021 Q4	$0	Sell	7 -5	-42%	-$419	﹤0.01%	184
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	155
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	166
2021 Q1	$851	Hold	12	–	–	﹤0.01%	166
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	153
2020 Q3	$1K	Sell	12 -50	-81%	-$3.06K	﹤0.01%	159
2020 Q2	$4K	Buy	+62	New	+$3.21K	﹤0.01%	137