Laird Norton Wetherby 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	$420K	Sell	4,593 -709	-13%	-$64.4K	0.02%	637
2025 Q2	$525K	Buy	+5,302	New	+$512K	0.02%	542
2024 Q4	$482K	Sell	5,205 -234	-4%	-$23.5K	0.02%	544
2024 Q3	$565K	Sell	5,439 -645	-11%	-$61.5K	0.03%	516
2024 Q2	$586K	Buy	6,084 +28	+0.5%	+$2.7K	0.03%	494
2024 Q1	$601K	Sell	6,056 -146	-2%	-$13.5K	0.03%	506
2023 Q4	$555K	Buy	6,202 +94	+2%	+$7.82K	0.03%	515
2023 Q3	$491K	Sell	6,108 -109	-2%	-$9.32K	0.03%	529
2023 Q2	$553K	Sell	6,217 -70	-1%	-$5.9K	0.03%	504
2023 Q1	$531K	Buy	6,287 +801	+15%	+$66.3K	0.03%	511
2022 Q4	$430K	Sell	5,486 -6	-0.1%	-$443	0.03%	568
2022 Q3	$350K	Sell	5,492 -193	-3%	-$14.1K	0.02%	604
2022 Q2	$402K	Buy	5,685 +111	+2%	+$8.18K	0.03%	568
2022 Q1	$429K	Buy	5,574 +368	+7%	+$29.4K	0.02%	570
2021 Q4	$453K	Buy	5,206 +159	+3%	+$13.3K	0.03%	563
2021 Q3	$415K	Sell	5,047 -9	-0.2%	-$791	0.03%	572
2021 Q2	$413K	Buy	5,056 +118	+2%	+$9.08K	0.03%	585
2021 Q1	$338K	Sell	4,938 -616	-11%	-$40.3K	0.03%	561
2020 Q4	$375K	Buy	5,554 +315	+6%	+$20.4K	0.03%	564
2020 Q3	$327K	Sell	5,239 -208	-4%	-$12.7K	0.03%	498
2020 Q2	$310K	Buy	+5,447	New	+$282K	0.03%	497