OTIS WORLDWIDE CORP

Ticker: OTIS CUSIP: 68902V107 Class: COM

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025

Shares 4,714 Value ($000) $412 Avg Close $89.25 Range $85.82 - $93.62

Q3 2025

Shares 4,535 Value ($000) $415 Avg Close $90.13 Range $83.46 - $100.47

Q2 2025

Shares 4,583 Value ($000) $454 Avg Close $95.42 Range $88.47 - $104.50

Q1 2025

Shares 4,550 Value ($000) $470 Avg Close $96.18 Range $88.53 - $105.37

Q4 2024

Shares 4,483 Value ($000) $415 Avg Close $98.31 Range $90.33 - $104.05

Q3 2024

Shares 4,716 Value ($000) $490 Avg Close $93.03 Range $87.90 - $102.98

Q2 2024

Shares 4,732 Value ($000) $455 Avg Close $93.72 Range $87.90 - $98.27

Q1 2024

Shares 4,827 Value ($000) $451 Avg Close $89.54 Range $82.60 - $97.40

Q4 2023

Shares 4,880 Value ($000) $437 Avg Close $80.24 Range $70.61 - $88.02

Q3 2023

Shares 4,384 Value ($000) $352 Avg Close $82.19 Range $76.20 - $87.60

Q2 2023

Shares 4,737 Value ($000) $422 Avg Close $80.64 Range $73.45 - $86.43

Q1 2023

Shares 4,422 Value ($000) $373 Avg Close $78.91 Range $74.65 - $83.42

Q4 2022

Shares 4,422 Value ($000) $346 Avg Close $70.16 Range $59.27 - $78.06

Q3 2022

Shares 3,511 Value ($000) $224 Avg Close $69.26 Range $60.46 - $77.44

Q2 2022

Shares 3,523 Value ($000) $249 Avg Close $69.45 Range $63.29 - $73.61

Q1 2022

Shares 3,634 Value ($000) $280 Avg Close $75.10 Range $66.90 - $82.79

Q4 2021

Shares 3,675 Value ($000) $320 Avg Close $78.43 Range $73.55 - $82.42

Q3 2021

Shares 4,403 Value ($000) $362 Avg Close $82.17 Range $76.25 - $86.88

Q2 2021

Shares 4,480 Value ($000) $366 Avg Close $71.71 Range $63.56 - $76.97

Q1 2021

Shares 4,694 Value ($000) $321 Avg Close $60.74 Range $56.84 - $65.75

Q4 2020

Shares 5,624 Value ($000) $380 Avg Close $60.07 Range $54.35 - $63.27

Q3 2020

Shares 5,980 Value ($000) $373 Avg Close $56.47 Range $51.39 - $60.79

Q2 2020

Shares 7,850 Value ($000) $446 Avg Close $47.48 Range $37.89 - $56.66

Q1 2020

Shares 15,911 Value ($000) $780 Avg Close $40.97 Range $34.90 - $45.92

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,714	$412	$89.25	$85.82 - $93.62
Q3 2025	4,535	$415	$90.13	$83.46 - $100.47
Q2 2025	4,583	$454	$95.42	$88.47 - $104.50
Q1 2025	4,550	$470	$96.18	$88.53 - $105.37
Q4 2024	4,483	$415	$98.31	$90.33 - $104.05
Q3 2024	4,716	$490	$93.03	$87.90 - $102.98
Q2 2024	4,732	$455	$93.72	$87.90 - $98.27
Q1 2024	4,827	$451	$89.54	$82.60 - $97.40
Q4 2023	4,880	$437	$80.24	$70.61 - $88.02
Q3 2023	4,384	$352	$82.19	$76.20 - $87.60
Q2 2023	4,737	$422	$80.64	$73.45 - $86.43
Q1 2023	4,422	$373	$78.91	$74.65 - $83.42
Q4 2022	4,422	$346	$70.16	$59.27 - $78.06
Q3 2022	3,511	$224	$69.26	$60.46 - $77.44
Q2 2022	3,523	$249	$69.45	$63.29 - $73.61
Q1 2022	3,634	$280	$75.10	$66.90 - $82.79
Q4 2021	3,675	$320	$78.43	$73.55 - $82.42
Q3 2021	4,403	$362	$82.17	$76.25 - $86.88
Q2 2021	4,480	$366	$71.71	$63.56 - $76.97
Q1 2021	4,694	$321	$60.74	$56.84 - $65.75
Q4 2020	5,624	$380	$60.07	$54.35 - $63.27
Q3 2020	5,980	$373	$56.47	$51.39 - $60.79
Q2 2020	7,850	$446	$47.48	$37.89 - $56.66
Q1 2020	15,911	$780	$40.97	$34.90 - $45.92