Mitchell McLeod Pugh & Williams’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Buy	3,071 +80	+3%	+$7K	0.03%	270
2025 Q4	$269K	Hold	2,991	–	–	0.04%	256
2025 Q3	$273K	Hold	2,991	–	–	0.04%	240
2025 Q2	$296K	Buy	2,991 +89	+3%	+$8.59K	0.06%	229
2025 Q1	$299K	Hold	2,902	–	–	0.06%	219
2024 Q4	$269K	Sell	2,902 -207	-7%	-$20.8K	0.06%	222
2024 Q3	$323K	Buy	3,109 +300	+11%	+$28.6K	0.07%	214
2024 Q2	$270K	Hold	2,809	–	–	0.06%	222
2024 Q1	$279K	Sell	2,809 -44	-2%	-$4.07K	0.07%	219
2023 Q4	$255K	Hold	2,853	–	–	0.07%	220
2023 Q3	$229K	Hold	2,853	–	–	0.07%	223
2023 Q2	$254K	Hold	2,853	–	–	0.07%	216
2023 Q1	$241K	Hold	2,853	–	–	0.07%	220
2022 Q4	$223K	Buy	+2,853	New	+$211K	0.08%	221
2022 Q3	–	Sell	-3,153	Closed	-$223K	–	233
2022 Q2	$223K	Hold	3,153	–	–	0.09%	196
2022 Q1	$243K	Hold	3,153	–	–	0.08%	204
2021 Q4	$275K	Hold	3,153	–	–	0.09%	198
2021 Q3	$259K	Hold	3,153	–	–	0.1%	198
2021 Q2	$258K	Hold	3,153	–	–	0.1%	198
2021 Q1	$216K	Sell	3,153 -11	-0.3%	-$719	0.09%	201
2020 Q4	$214K	Buy	+3,164	New	+$205K	0.1%	196