GFPC
Global Financial Private Client’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$2.27K | – | 1187 |
|
|
2025
Q1 | $2.27K | Buy |
22
+15
| +214% | +$1.55K | ﹤0.01% | 835 |
|
|
2024
Q4 | $648 | Buy |
+7
| New | +$648 | ﹤0.01% | 870 |
|
|
2023
Q2 | – | Sell |
-37
| Closed | -$3.12K | – | 698 |
|
|
2023
Q1 | $3.12K | Hold |
37
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $2.9K | Hold |
37
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $2.42K | Hold |
37
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $2.66K | Hold |
37
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $2.82K | Hold |
37
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $3.22K | Hold |
37
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $3.05K | Hold |
37
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $3.04K | Hold |
37
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $2.56K | Hold |
37
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $2.5K | Hold |
37
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $2.31K | Hold |
37
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $2.06K | Buy |
+37
| New | +$2.06K | ﹤0.01% | 440 |
|