Pinnacle Wealth Planning Services’s Otis Worldwide OTIS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$25.2K	Buy
2024 Q4	–	Sell
2024 Q3	$231K	Hold
2024 Q2	$214K	Sell
2024 Q1	$220K	Sell
2023 Q4	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$213K	Buy
2021 Q1	–	Sell
2020 Q4	$42K	Buy