Mystic Asset 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
$397K Sell
4,010
-150
-4% -$14.9K 0.1% 159
2025
Q1
$429K Buy
4,160
+38
+0.9% +$3.92K 0.11% 147
2024
Q4
$382K Buy
+4,122
New +$382K 0.1% 157
2022
Q1
Sell
-1,525
Closed -$132K 330
2021
Q4
$132K Buy
+1,525
New +$132K 0.06% 180