Rialto Wealth 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
$388K Buy
3,917
+14
+0.4% +$1.39K 0.11% 106
2025
Q1
$403K Buy
3,903
+14
+0.4% +$1.45K 0.13% 104
2024
Q4
$360K Buy
+3,889
New +$360K 0.12% 109