WA
OTIS icon

Waverly Advisors’s Otis Worldwide OTIS Stock Holding History

Waverly Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$546K Buy
5,515
+1,144
+26% +$113K 0.01% 772
2025
Q1 		$451K Buy
4,371
+12
+0.3% +$1.24K 0.01% 809
2024
Q4 		$404K Buy
+4,359
New +$404K 0.01% 733