Heritage Wealth Management (Ohio)’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	$299K	Hold	3,017	–	–	0.1%	185
2025 Q1	$311K	Hold	3,017	–	–	0.11%	178
2024 Q4	$279K	Sell	3,017 -100	-3%	-$9.26K	0.09%	194
2024 Q3	$324K	Hold	3,117	–	–	0.11%	175
2024 Q2	$302K	Buy	+3,117	New	+$302K	0.1%	176