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Whipplewood Advisors’s Otis Worldwide OTIS Stock Holding History

Whipplewood 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 		$22.4K Sell
226
-71
-24% -$7.03K 0.01% 445
2025
Q1 		$22.8K Buy
297
+79
+36% +$6.07K 0.01% 433
2024
Q4 		$20.2K Buy
+218
New +$20.2K 0.01% 443