Holos Integrated Wealth’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	$5.25K	Hold	60	–	–	﹤0.01%	229
2025 Q1	$6.19K	Sell	60 -22	-27%	-$2.27K	﹤0.01%	217
2024 Q4	$7.59K	Buy	+82	New	+$7.59K	0.01%	212