GWM
GSB Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
3,600
-11
| -0.3% | -$1.09K | 0.09% | 173 |
|
|
2025
Q1 | $373K | Buy |
3,611
+23
| +0.6% | +$2.37K | 0.1% | 157 |
|
|
2024
Q4 | $332K | Buy |
3,588
+13
| +0.4% | +$1.2K | 0.09% | 169 |
|
|
2024
Q3 | $372K | Buy |
3,575
+4
| +0.1% | +$416 | 0.1% | 160 |
|
|
2024
Q2 | $344K | Sell |
3,571
-13
| -0.4% | -$1.25K | 0.09% | 165 |
|
|
2024
Q1 | $356K | Buy |
3,584
+333
| +10% | +$33.1K | 0.1% | 161 |
|
|
2023
Q4 | $291K | Buy |
3,251
+3
| +0.1% | +$268 | 0.09% | 169 |
|
|
2023
Q3 | $261K | Buy |
3,248
+19
| +0.6% | +$1.53K | 0.09% | 167 |
|
|
2023
Q2 | $287K | Buy |
+3,229
| New | +$287K | 0.09% | 169 |
|
|
2022
Q1 | – | Sell |
-2,450
| Closed | -$213K | – | 226 |
|
|
2021
Q4 | $213K | Buy |
+2,450
| New | +$213K | 0.06% | 221 |
|
|
2021
Q3 | – | Sell |
-2,580
| Closed | -$211K | – | 196 |
|
|
2021
Q2 | $211K | Buy |
+2,580
| New | +$211K | 0.07% | 216 |
|