Wolff Wiese Magana’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	-5	Closed	-$464	–	1022
2024 Q4	$464	Hold	5	–	–	﹤0.01%	886
2024 Q3	$520	Hold	5	–	–	﹤0.01%	916
2024 Q2	$482	Buy	+5	New	+$482	﹤0.01%	708
2024 Q1	–	Sell	-8	Closed	-$716	–	740
2023 Q4	$716	Hold	8	–	–	﹤0.01%	590
2023 Q3	$643	Hold	8	–	–	﹤0.01%	666
2023 Q2	$713	Hold	8	–	–	﹤0.01%	644
2023 Q1	$676	Hold	8	–	–	﹤0.01%	612
2022 Q4	$626	Sell	8 -41	-84%	-$3.03K	﹤0.01%	617
2022 Q3	$3K	Buy	49 +5	+11%	+$366	﹤0.01%	680
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	667
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	663
2021 Q4	$4K	Sell	44 -12	-21%	-$1K	﹤0.01%	667
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	624
2021 Q2	$5K	Hold	56	–	–	﹤0.01%	626
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	624
2020 Q4	$4K	Buy	+56	New	+$3.63K	﹤0.01%	569