Institute for Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,020	Closed	-$200K	–	595
2025 Q2	$200K	Sell	2,020 -22	-1%	-$2.12K	0.02%	545
2025 Q1	$211K	Buy	+2,042	New	+$199K	0.03%	496
2024 Q4	–	Sell	-2,099	Closed	-$218K	–	553
2024 Q3	$218K	Sell	2,099 -23	-1%	-$2.19K	0.03%	506
2024 Q2	$204K	Sell	2,122 -43	-2%	-$4.14K	0.03%	476
2024 Q1	$215K	Sell	2,165 -172	-7%	-$15.9K	0.03%	472
2023 Q4	$209K	Buy	+2,337	New	+$194K	0.03%	454
2023 Q3	–	Sell	-2,575	Closed	-$229K	–	473
2023 Q2	$229K	Sell	2,575 -15	-0.6%	-$1.26K	0.04%	416
2023 Q1	$219K	Sell	2,590 -70	-3%	-$5.79K	0.04%	412
2022 Q4	$208K	Buy	+2,660	New	+$196K	0.04%	422
2022 Q3	–	Sell	-2,829	Closed	-$200K	–	503
2022 Q2	$200K	Sell	2,829 -20	-0.7%	-$1.47K	0.04%	491
2022 Q1	$219K	Sell	2,849 -12	-0.4%	-$959	0.04%	495
2021 Q4	$249K	Sell	2,861 -6	-0.2%	-$502	0.04%	418
2021 Q3	$236K	Sell	2,867 -30	-1%	-$2.64K	0.04%	430
2021 Q2	$237K	Sell	2,897 -136	-4%	-$10.5K	0.04%	426
2021 Q1	$208K	Sell	3,033 -857	-22%	-$56K	0.04%	442
2020 Q4	$263K	Sell	3,890 -628	-14%	-$40.7K	0.05%	377
2020 Q3	$282K	Sell	4,518 -296	-6%	-$18.1K	0.07%	331
2020 Q2	$274K	Buy	+4,814	New	+$249K	0.07%	339