Sterling Financial Planning’s Otis Worldwide OTIS Stock Holding History

Sterling Financial Planning’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
2026 Q1	–	Sell
2025 Q4	$220K	Hold
2025 Q3	$230K	Hold
2025 Q2	$249K	Hold
2025 Q1	$259K	Hold
2024 Q4	$233K	Buy
2024 Q3	$260K	Hold
2024 Q2	$241K	Hold
2024 Q1	$248K	Hold
2023 Q4	$224K	Buy