McElhenny Sheffield 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 Q1	–	Sell	-5,802	Closed	-$537K	–	114
2024 Q4	$537K	Buy	+5,802	New	+$537K	0.18%	38
2023 Q1	–	Sell	-63	Closed	-$4.93K	–	447
2022 Q4	$4.93K	Buy	+63	New	+$4.93K	﹤0.01%	408