SWP
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Sagespring Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Sagespring Wealth Partners’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
3,059
+93
+3% +$9.21K 0.01% 575
2025
Q1 		$306K Buy
+2,966
New +$306K 0.01% 507