Osborne Partners Capital Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-75,087	Closed	-$7.75M	–	213
2025 Q1	$7.75M	Sell	75,087 -1,102	-1%	-$108K	0.45%	83
2024 Q4	$7.06M	Sell	76,189 -1,389	-2%	-$139K	0.41%	88
2024 Q3	$8.06M	Sell	77,578 -283	-0.4%	-$27K	0.46%	82
2024 Q2	$7.49M	Buy	77,861 +90	+0.1%	+$8.67K	0.45%	78
2024 Q1	$7.72M	Sell	77,771 -89	-0.1%	-$8.23K	0.48%	75
2023 Q4	$6.97M	Buy	77,860 +837	+1%	+$69.6K	0.46%	72
2023 Q3	$6.19M	Buy	77,023 +483	+0.6%	+$41.3K	0.46%	72
2023 Q2	$6.81M	Sell	76,540 -1,171	-2%	-$98.7K	0.49%	70
2023 Q1	$6.56M	Sell	77,711 -993	-1%	-$82.2K	0.48%	77
2022 Q4	$6.16M	Sell	78,704 -2,550	-3%	-$188K	0.48%	74
2022 Q3	$5.18M	Buy	81,254 +700	+0.9%	+$51.2K	0.43%	79
2022 Q2	$5.69M	Buy	80,554 +249	+0.3%	+$18.3K	0.44%	80
2022 Q1	$6.18M	Buy	80,305 +3,790	+5%	+$303K	0.46%	73
2021 Q4	$6.66M	Buy	76,515 +2,883	+4%	+$241K	0.49%	68
2021 Q3	$6.06M	Buy	73,632 +5,193	+8%	+$457K	0.49%	66
2021 Q2	$5.6M	Buy	68,439 +673	+1%	+$51.8K	0.46%	71
2021 Q1	$4.64M	Buy	67,766 +7,841	+13%	+$513K	0.42%	76
2020 Q4	$4.05M	Buy	59,925 +1,976	+3%	+$128K	0.49%	64
2020 Q3	$3.62M	Buy	57,949 +5,950	+11%	+$364K	0.73%	51
2020 Q2	$2.96M	Buy	+51,999	New	+$2.69M	0.63%	58