M Holdings Securities’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,548	Closed	-$2.55M	–	171
2023 Q4	$2.55M	Buy	+28,548	New	+$2.37M	0.29%	65
2023 Q3	–	Sell	-13,950	Closed	-$1.24M	–	290
2023 Q2	$1.24M	Sell	13,950 -15,175	-52%	-$1.28M	0.3%	56
2023 Q1	$2.46M	Sell	29,125 -601	-2%	-$49.7K	0.34%	77
2022 Q4	$2.33M	Buy	29,726 +35	+0.1%	+$2.58K	0.25%	85
2022 Q3	$1.89M	Buy	29,691 +7,680	+35%	+$562K	0.21%	90
2022 Q2	$1.56M	Buy	22,011 +3,766	+21%	+$277K	0.16%	111
2022 Q1	$1.4M	Buy	+18,245	New	+$1.46M	0.11%	152
2021 Q2	$1.8M	Buy	21,986 +1,453	+7%	+$112K	0.18%	110
2021 Q1	$1.41M	Buy	20,533 +2,210	+12%	+$144K	0.13%	151
2020 Q4	$1.24M	Sell	18,323 -16	-0.1%	-$1.04K	0.16%	116
2020 Q3	$1.15M	Sell	18,339 -3,027	-14%	-$185K	0.18%	105
2020 Q2	$1.22M	Buy	+21,366	New	+$1.11M	0.22%	95