Journey Strategic 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	$508K	Buy	5,132 +2,566	+100%	+$254K	0.02%	295
2025 Q1	$265K	Buy	+2,566	New	+$265K	0.01%	373