Thurston Springer Miller Herd & Titak’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	$85.8K	Buy	866 +38	+5%	+$3.77K	0.01%	537
2025 Q1	$85.5K	Buy	828 +110	+15%	+$11.4K	0.01%	495
2024 Q4	$66.5K	Buy	718 +226	+46%	+$20.9K	0.01%	465
2024 Q3	$51.2K	Sell	492 -25	-5%	-$2.6K	0.01%	557
2024 Q2	$49.8K	Buy	+517	New	+$49.8K	0.02%	556