PWA
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Physician Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Physician Wealth Advisors’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 		$21.3K Hold
215
– – ﹤0.01% 501
2025
Q1 		$22.2K Hold
215
– – ﹤0.01% 468
2024
Q4 		$19.9K Buy
+215
New +$19.9K ﹤0.01% 509