Schnieders 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 Q3	–	Sell	-2,179	Closed	-$216K	–	229
2025 Q2	$216K	Sell	2,179 -2,034	-48%	-$196K	0.04%	211
2025 Q1	$435K	Hold	4,213	–	–	0.09%	131
2024 Q4	$390K	Hold	4,213	–	–	0.08%	144
2024 Q3	$438K	Buy	4,213 +69	+2%	+$6.57K	0.08%	142
2024 Q2	$399K	Hold	4,144	–	–	0.08%	132
2024 Q1	$411K	Hold	4,144	–	–	0.08%	136
2023 Q4	$371K	Sell	4,144 -1,378	-25%	-$115K	0.08%	141
2023 Q3	$443K	Hold	5,522	–	–	0.1%	118
2023 Q2	$492K	Hold	5,522	–	–	0.1%	118
2023 Q1	$466K	Sell	5,522 -500	-8%	-$41.4K	0.1%	126
2022 Q4	$472K	Buy	6,022 +1,370	+29%	+$101K	0.11%	119
2022 Q3	$297K	Buy	+4,652	New	+$340K	0.08%	155
2022 Q1	–	Sell	-2,534	Closed	-$221K	–	212
2021 Q4	$221K	Buy	+2,534	New	+$212K	0.05%	191