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PDS Planning’s Otis Worldwide OTIS Stock Holding History

PDS Planning’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
2,027
+68
+3% +$6.73K 0.02% 485
2025
Q1 		$202K Buy
+1,959
New +$202K 0.02% 439