Schechter Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Schechter Investment Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$264K	Buy
2024 Q1	–	Sell
2023 Q4	$323K	Sell
2023 Q3	$369K	Sell
2023 Q2	$416K	Sell
2023 Q1	$457K	Sell
2022 Q4	$459K	Sell
2022 Q3	$447K	Buy
2022 Q2	$467K	Buy
2022 Q1	$497K	Buy
2021 Q4	$520K	Buy