KCM Investment Advisors’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 Q2	–	Sell	-2,487	Closed	-$257K	–	388
2025 Q1	$257K	Sell	2,487 -45	-2%	-$4.4K	0.01%	331
2024 Q4	$234K	Sell	2,532 -359	-12%	-$36K	0.01%	337
2024 Q3	$300K	Sell	2,891 -104	-3%	-$9.91K	0.01%	322
2024 Q2	$288K	Sell	2,995 -232	-7%	-$22.4K	0.01%	314
2024 Q1	$320K	Sell	3,227 -64	-2%	-$5.92K	0.01%	312
2023 Q4	$294K	Sell	3,291 -81	-2%	-$6.74K	0.01%	315
2023 Q3	$271K	Sell	3,372 -132	-4%	-$11.3K	0.01%	320
2023 Q2	$312K	Sell	3,504 -653	-16%	-$55K	0.01%	323
2023 Q1	$351K	Sell	4,157 -269	-6%	-$22.3K	0.01%	316
2022 Q4	$347K	Sell	4,426 -61	-1%	-$4.5K	0.01%	312
2022 Q3	$286K	Sell	4,487 -258	-5%	-$18.9K	0.01%	316
2022 Q2	$335K	Sell	4,745 -325	-6%	-$23.9K	0.01%	312
2022 Q1	$390K	Sell	5,070 -224	-4%	-$17.9K	0.01%	322
2021 Q4	$461K	Sell	5,294 -184	-3%	-$15.4K	0.02%	300
2021 Q3	$451K	Sell	5,478 -64	-1%	-$5.63K	0.02%	285
2021 Q2	$453K	Sell	5,542 -325	-6%	-$25K	0.02%	278
2021 Q1	$402K	Sell	5,867 -133	-2%	-$8.69K	0.02%	271
2020 Q4	$405K	Sell	6,000 -498	-8%	-$32.3K	0.02%	259
2020 Q3	$406K	Sell	6,498 -1,420	-18%	-$86.9K	0.02%	237
2020 Q2	$450K	Buy	+7,918	New	+$410K	0.03%	238