Quotient Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Quotient Wealth Partners’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$532K	Sell
2025 Q2	$598K	Sell
2025 Q1	$634K	Buy
2024 Q4	$541K	Buy
2024 Q3	$592K	Sell
2024 Q2	$565K	Buy
2024 Q1	$563K	Sell
2023 Q4	$689K	Buy