Kelleher Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Kelleher Financial Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23.1K	Buy
2021 Q4	–	Sell
2021 Q3	$66K	Buy
2021 Q2	–	Sell
2021 Q1	$55K	Hold
2020 Q4	$54K	Hold
2020 Q3	$49K	Hold
2020 Q2	$45K	Buy