OTIS WORLDWIDE CORP

Ticker: OTIS CUSIP: 68902V107 Class: COM

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,851 Value ($000) $2,870 Avg Close $89.25 Range $85.82 - $93.62
Q3 2025
Shares 32,851 Value ($000) $3,004 Avg Close $90.13 Range $83.46 - $100.47
Q2 2025
Shares 32,510 Value ($000) $3,219 Avg Close $95.42 Range $88.47 - $104.50
Q1 2025
Shares 32,510 Value ($000) $3,355 Avg Close $96.18 Range $88.53 - $105.37
Q4 2024
Shares 32,510 Value ($000) $3,011 Avg Close $98.31 Range $90.33 - $104.05
Q3 2024
Shares 32,510 Value ($000) $3,379 Avg Close $93.03 Range $87.90 - $102.98
Q2 2024
Shares 32,510 Value ($000) $3,129 Avg Close $93.72 Range $87.90 - $98.27
Q1 2024
Shares 32,806 Value ($000) $3,257 Avg Close $89.54 Range $82.60 - $97.40
Q4 2023
Shares 32,806 Value ($000) $2,935 Avg Close $80.24 Range $70.61 - $88.02
Q3 2023
Shares 32,819 Value ($000) $2,636 Avg Close $82.19 Range $76.20 - $87.60