Marathon Capital Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,999	Closed	-$206K	–	172
2025 Q1	$206K	Buy	+1,999	New	+$206K	0.05%	145
2024 Q4	–	Sell	-1,997	Closed	-$208K	–	160
2024 Q3	$208K	Buy	+1,997	New	+$208K	0.05%	141