GA
Geller Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $417K | Sell |
4,499
-141
| -3% | -$13.1K | 0.03% | 156 |
|
|
2024
Q3 | $482K | Sell |
4,640
-48
| -1% | -$4.99K | 0.03% | 142 |
|
|
2024
Q2 | $451K | Buy |
4,688
+120
| +3% | +$11.6K | 0.03% | 154 |
|
|
2024
Q1 | $453K | Buy |
4,568
+163
| +4% | +$16.2K | 0.04% | 161 |
|
|
2023
Q4 | $394K | Sell |
4,405
-261
| -6% | -$23.4K | 0.04% | 166 |
|
|
2023
Q3 | $375K | Buy |
+4,666
| New | +$375K | 0.04% | 156 |
|
|
2023
Q2 | – | Sell |
-2,522
| Closed | -$213K | – | 253 |
|
|
2023
Q1 | $213K | Buy |
+2,522
| New | +$213K | 0.03% | 165 |
|