GWM
Guardian Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$1.18K | – | 236 |
|
|
2024
Q4 | $1.18K | Hold |
13
| – | – | ﹤0.01% | 224 |
|
|
2024
Q3 | $1.35K | Hold |
13
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $1.21K | Hold |
13
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $1.25K | Hold |
13
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $1.12K | Buy |
13
+1
| +8% | +$86 | ﹤0.01% | 229 |
|
|
2023
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $1.11K | Hold |
12
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $1.04K | Hold |
12
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $965 | Hold |
12
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 223 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 211 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 219 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 215 |
|