GPA
Garrison Point Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
5,575
-170
| -3% | -$16.8K | 0.25% | 95 |
|
|
2025
Q1 | $593K | Hold |
5,745
| – | – | 0.29% | 89 |
|
|
2024
Q4 | $532K | Hold |
5,745
| – | – | 0.25% | 95 |
|
|
2024
Q3 | $597K | Hold |
5,745
| – | – | 0.37% | 81 |
|
|
2024
Q2 | $553K | Sell |
5,745
-59
| -1% | -$5.68K | 0.37% | 81 |
|
|
2024
Q1 | $576K | Sell |
5,804
-100
| -2% | -$9.93K | 0.37% | 85 |
|
|
2023
Q4 | $528K | Sell |
5,904
-27
| -0.5% | -$2.42K | 0.37% | 87 |
|
|
2023
Q3 | $476K | Hold |
5,931
| – | – | 0.37% | 87 |
|
|
2023
Q2 | $528K | Hold |
5,931
| – | – | 0.38% | 84 |
|
|
2023
Q1 | $501K | Sell |
5,931
-3
| -0.1% | -$253 | 0.38% | 85 |
|
|
2022
Q4 | $465K | Sell |
5,934
-22
| -0.4% | -$1.72K | 0.38% | 91 |
|
|
2022
Q3 | $380K | Hold |
5,956
| – | – | 0.34% | 94 |
|
|
2022
Q2 | $421K | Sell |
5,956
-20
| -0.3% | -$1.41K | 0.35% | 90 |
|
|
2022
Q1 | $460K | Hold |
5,976
| – | – | 0.32% | 93 |
|
|
2021
Q4 | $520K | Buy |
5,976
+125
| +2% | +$10.9K | 0.35% | 88 |
|
|
2021
Q3 | $481K | Buy |
5,851
+90
| +2% | +$7.4K | 0.35% | 91 |
|
|
2021
Q2 | $471K | Buy |
5,761
+97
| +2% | +$7.93K | 0.34% | 91 |
|
|
2021
Q1 | $388K | Sell |
5,664
-959
| -14% | -$65.7K | 0.3% | 102 |
|
|
2020
Q4 | $447K | Sell |
6,623
-474
| -7% | -$32K | 0.36% | 84 |
|
|
2020
Q3 | $443K | Buy |
7,097
+716
| +11% | +$44.7K | 0.4% | 78 |
|
|
2020
Q2 | $363K | Buy |
+6,381
| New | +$363K | 0.36% | 87 |
|