GSB Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Sell |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $332K | Buy |
|
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|
2024
Q3 | $372K | Buy |
|
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|
2024
Q2 | $344K | Sell |
|
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|
2024
Q1 | $356K | Buy |
|
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $211K | Buy |
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