Laurie J. Hall Trustee’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 Q1	–	Sell	-892	Closed	-$83K	–	205
2024 Q4	$83K	Hold	892	–	–	0.03%	164
2024 Q3	$93K	Buy	892 +800	+870%	+$76.2K	0.03%	165
2024 Q2	$9K	Hold	92	–	–	﹤0.01%	231
2024 Q1	$9K	Hold	92	–	–	﹤0.01%	234
2023 Q4	$8K	Hold	92	–	–	﹤0.01%	240
2023 Q3	$7K	Sell	92 -97	-51%	-$8.3K	﹤0.01%	240
2023 Q2	$17K	Hold	189	–	–	0.01%	224
2023 Q1	$16K	Hold	189	–	–	0.01%	220
2022 Q4	$15K	Hold	189	–	–	0.01%	217
2022 Q3	$12K	Hold	189	–	–	0.01%	235
2022 Q2	$14K	Hold	189	–	–	0.01%	244
2022 Q1	$14K	Hold	189	–	–	0.01%	263
2021 Q4	$16K	Hold	189	–	–	0.01%	255
2021 Q3	$16K	Hold	189	–	–	0.01%	256
2021 Q2	$16K	Hold	189	–	–	0.01%	267
2021 Q1	$13K	Hold	189	–	–	0.01%	282
2020 Q4	$13K	Hold	189	–	–	0.01%	274
2020 Q3	$12K	Buy	+189	New	+$11.6K	0.01%	258