HWM
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Hemington Wealth Management’s Otis Worldwide OTIS Stock Holding History

Hemington Wealth Management’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 		$42K Buy
432
+7
+2% +$681 0.01% 379
2025
Q1 		$43K Buy
425
+42
+11% +$4.25K 0.01% 353
2024
Q4 		$35K Buy
383
+42
+12% +$3.84K 0.01% 390
2024
Q3 		$33K Buy
+341
New +$33K 0.01% 380