Reynders McVeigh Capital Management’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 Q1	–	Sell	-2,247	Closed	-$208K	–	199
2024 Q4	$208K	Buy	2,247 +145	+7%	+$14.5K	0.01%	194
2024 Q3	$218K	Sell	2,102 -12	-0.6%	-$1.14K	0.01%	197
2024 Q2	$203K	Buy	2,114 +2	+0.1%	+$193	0.01%	196
2024 Q1	$210K	Sell	2,112 -261	-11%	-$24.1K	0.01%	191
2023 Q4	$212K	Sell	2,373 -673	-22%	-$56K	0.01%	187
2023 Q3	$245K	Buy	3,046 +185	+6%	+$15.8K	0.02%	178
2023 Q2	$255K	Buy	2,861 +333	+13%	+$28.1K	0.02%	183
2023 Q1	$213K	Buy	+2,528	New	+$209K	0.01%	194
2022 Q3	–	Sell	-3,402	Closed	-$240K	–	214
2022 Q2	$240K	Buy	3,402 +329	+11%	+$24.2K	0.02%	196
2022 Q1	$236K	Sell	3,073 -160	-5%	-$12.8K	0.01%	211
2021 Q4	$281K	Buy	3,233 +243	+8%	+$20.3K	0.02%	201
2021 Q3	$246K	Sell	2,990 -87	-3%	-$7.65K	0.02%	206
2021 Q2	$252K	Sell	3,077 -437	-12%	-$33.6K	0.02%	207
2021 Q1	$241K	Sell	3,514 -520	-13%	-$34K	0.02%	209
2020 Q4	$272K	Sell	4,034 -598	-13%	-$38.8K	0.02%	196
2020 Q3	$289K	Sell	4,632 -3,086	-40%	-$189K	0.02%	187
2020 Q2	$439K	Buy	+7,718	New	+$400K	0.04%	149