AWAM
Appian Way Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,300
| Closed | -$991K | – | 50 |
|
|
2024
Q2 | $991K | Buy |
+10,300
| New | +$991K | 0.25% | 37 |
|
|
2021
Q1 | – | Sell |
-46,883
| Closed | -$3.17M | – | 68 |
|
|
2020
Q4 | $3.17M | Sell |
46,883
-26,860
| -36% | -$1.81M | 1.55% | 24 |
|
|
2020
Q3 | $4.6M | Buy |
73,743
+35,016
| +90% | +$2.19M | 2.09% | 19 |
|
|
2020
Q2 | $2.2M | Buy |
+38,727
| New | +$2.2M | 1.07% | 24 |
|