Heritage Wealth Management (Ohio)’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$276K	Hold
2025 Q2	$299K	Hold
2025 Q1	$311K	Hold
2024 Q4	$279K	Sell
2024 Q3	$324K	Hold
2024 Q2	$302K	Buy