Mission Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mission Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$238K	Buy
2025 Q3	$247K	Buy
2025 Q2	$258K	Buy
2025 Q1	$267K	Sell
2024 Q4	$274K	Sell
2024 Q3	$331K	Sell
2024 Q2	$308K	Buy
2024 Q1	$244K	Buy
2023 Q4	$206K	Buy