West Paces Advisors’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 Q2	–	Sell	-14	Closed	-$1.45K	–	448
2025 Q1	$1.45K	Hold	14	–	–	﹤0.01%	464
2024 Q4	$1.3K	Hold	14	–	–	﹤0.01%	470
2024 Q3	$1.46K	Hold	14	–	–	﹤0.01%	458
2024 Q2	$1.35K	Hold	14	–	–	﹤0.01%	471
2024 Q1	$1.39K	Sell	14 -17	-55%	-$1.57K	﹤0.01%	484
2023 Q4	$2.77K	Buy	31 +17	+121%	+$1.41K	﹤0.01%	444
2023 Q3	$1.12K	Hold	14	–	–	﹤0.01%	458
2023 Q2	$1.25K	Hold	14	–	–	﹤0.01%	481
2023 Q1	$1.18K	Hold	14	–	–	﹤0.01%	496
2022 Q4	$1.1K	Hold	14	–	–	﹤0.01%	470
2022 Q3	$893	Hold	14	–	–	﹤0.01%	474
2022 Q2	$989	Hold	14	–	–	﹤0.01%	522
2022 Q1	$1.08K	Buy	+14	New	+$1.12K	﹤0.01%	526
2021 Q4	–	Sell	-76	Closed	-$6.25K	–	621
2021 Q3	$6.25K	Sell	76 -20	-21%	-$1.76K	﹤0.01%	399
2021 Q2	$7.85K	Hold	96	–	–	﹤0.01%	382
2021 Q1	$6.57K	Hold	96	–	–	﹤0.01%	376
2020 Q4	$6.49K	Hold	96	–	–	﹤0.01%	349
2020 Q3	$5.99K	Sell	96 -250	-72%	-$15.3K	﹤0.01%	342
2020 Q2	$19.7K	Buy	+346	New	+$17.9K	0.01%	252