Mowery & Schoenfeld Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$43.9K	Hold
2025 Q1	$45.8K	Buy
2024 Q4	$40.9K	Buy
2024 Q3	$7.28K	Hold
2024 Q2	$6.74K	Hold
2024 Q1	$6.95K	Hold
2023 Q4	$6.26K	Buy