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

Private Wealth Management Group’s Portfolio OTIS Stock Details OTIS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.69K	Sell
2025 Q2	$13.7K	Hold
2025 Q1	$14.2K	Buy
2024 Q4	$9.72K	Hold
2024 Q3	$10.9K	Hold
2024 Q2	$10.1K	Hold
2024 Q1	$10.4K	Hold
2023 Q4	$9.39K	Buy