GWP
Gateway Wealth Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
5,241
+1
| +0% | +$99 | 0.1% | 196 |
|
|
2025
Q1 | $541K | Hold |
5,240
| – | – | 0.12% | 175 |
|
|
2024
Q4 | $485K | Buy |
+5,240
| New | +$485K | 0.13% | 169 |
|
|
2023
Q3 | – | Sell |
-2,301
| Closed | -$205K | – | 268 |
|
|
2023
Q2 | $205K | Buy |
+2,301
| New | +$205K | 0.04% | 232 |
|