TS Financial Group (TSFG)’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 Q1	–	Sell	-163	Closed	-$15K	–	845
2024 Q4	$15K	Hold	163	–	–	﹤0.01%	443
2024 Q3	$17K	Hold	163	–	–	﹤0.01%	425
2024 Q2	$16K	Hold	163	–	–	﹤0.01%	417
2024 Q1	$16K	Hold	163	–	–	﹤0.01%	414
2023 Q4	$15K	Hold	163	–	–	﹤0.01%	453
2023 Q3	$13K	Hold	163	–	–	﹤0.01%	492
2023 Q2	$15K	Buy	+163	New	+$13.7K	0.01%	460
2023 Q1	–	Sell	-9	Closed	-$1K	–	1011
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	931
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	908
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	929
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	875
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	842
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	823
2021 Q2	$1K	Sell	9 -75	-89%	-$5.77K	﹤0.01%	831
2021 Q1	$6K	Sell	84 -9	-10%	-$588	﹤0.01%	568
2020 Q4	$6K	Hold	93	–	–	﹤0.01%	581
2020 Q3	$6K	Sell	93 -75	-45%	-$4.59K	﹤0.01%	530
2020 Q2	$10K	Buy	+168	New	+$8.7K	0.01%	437