PWA
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Principia Wealth Advisory’s Otis Worldwide OTIS Stock Holding History

Principia Wealth Advisory’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 		$1.88K Buy
19
+5
+36% +$495 ﹤0.01% 402
2025
Q1 		$1.32K Buy
14
+6
+75% +$566 ﹤0.01% 346
2024
Q4 		$741 Buy
+8
New +$741 ﹤0.01% 428