Principal Street Partners’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 Q4	–	Sell	-2,676	Closed	-$245K	–	268
2025 Q3	$245K	Sell	2,676 -2,640	-50%	-$240K	0.04%	218
2025 Q2	$526K	Buy	5,316 +2,322	+78%	+$224K	0.05%	190
2025 Q1	$309K	Buy	2,994 +186	+7%	+$18.2K	0.06%	168
2024 Q4	$260K	Sell	2,808 -589	-17%	-$59.1K	0.05%	187
2024 Q3	$327K	Hold	3,397	–	–	0.05%	168
2024 Q2	$327K	Buy	3,397 +323	+11%	+$31.1K	0.06%	169
2024 Q1	$298K	Buy	3,074 +455	+17%	+$42.1K	0.06%	179
2023 Q4	$234K	Sell	2,619 -2,551	-49%	-$212K	0.06%	185
2023 Q3	$415K	Buy	5,170 +2,585	+100%	+$221K	0.08%	168
2023 Q2	$230K	Hold	2,585	–	–	0.05%	196
2023 Q1	$218K	Sell	2,585 -32	-1%	-$2.65K	0.06%	204
2022 Q4	$205K	Buy	+2,617	New	+$193K	0.05%	217