Guardian 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
Q1 | – | Sell |
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|
2024
Q4 | $1.18K | Hold |
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|
2024
Q3 | $1.35K | Hold |
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|
2024
Q2 | $1.21K | Hold |
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|
2024
Q1 | $1.25K | Hold |
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|
2023
Q4 | $1.12K | Buy |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1.1K | Hold |
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|
2023
Q1 | $1.04K | Hold |
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|
2022
Q4 | $965 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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