Private Wealth Asset Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
4,531
-97
-2% -$9.61K 0.06% 171
2025
Q1
$478K Buy
+4,628
New +$478K 0.07% 153