GAAM
Guinness Atkinson Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
11,587
| – | – | 0.6% | 33 |
|
|
2025
Q1 | $1.2M | Buy |
11,587
+405
| +4% | +$41.8K | 0.67% | 30 |
|
|
2024
Q4 | $1.04M | Buy |
11,182
+2,119
| +23% | +$196K | 0.53% | 39 |
|
|
2024
Q3 | $942K | Sell |
9,063
-326
| -3% | -$33.9K | 0.46% | 42 |
|
|
2024
Q2 | $904K | Sell |
9,389
-163
| -2% | -$15.7K | 0.44% | 38 |
|
|
2024
Q1 | $948K | Hold |
9,552
| – | – | 0.45% | 41 |
|
|
2023
Q4 | $855K | Sell |
9,552
-280
| -3% | -$25.1K | 0.44% | 46 |
|
|
2023
Q3 | $790K | Buy |
9,832
+672
| +7% | +$54K | 0.44% | 48 |
|
|
2023
Q2 | $815K | Buy |
9,160
+1,344
| +17% | +$120K | 0.43% | 42 |
|
|
2023
Q1 | $660K | Buy |
7,816
+168
| +2% | +$14.2K | 0.37% | 47 |
|
|
2022
Q4 | $599K | Sell |
7,648
-571
| -7% | -$44.7K | 0.38% | 52 |
|
|
2022
Q3 | $524K | Sell |
8,219
-654
| -7% | -$41.7K | 0.33% | 64 |
|
|
2022
Q2 | $627K | Hold |
8,873
| – | – | 0.37% | 55 |
|
|
2022
Q1 | $683K | Hold |
8,873
| – | – | 0.33% | 59 |
|
|
2021
Q4 | $773K | Sell |
8,873
-585
| -6% | -$51K | 0.34% | 43 |
|
|
2021
Q3 | $778K | Sell |
9,458
-780
| -8% | -$64.2K | 0.36% | 39 |
|
|
2021
Q2 | $837K | Buy |
10,238
+586
| +6% | +$47.9K | 0.37% | 38 |
|
|
2021
Q1 | $661K | Buy |
9,652
+720
| +8% | +$49.3K | 0.33% | 42 |
|
|
2020
Q4 | $603K | Buy |
8,932
+1,004
| +13% | +$67.8K | 0.32% | 45 |
|
|
2020
Q3 | $495K | Hold |
7,928
| – | – | 0.3% | 38 |
|
|
2020
Q2 | $451K | Buy |
+7,928
| New | +$451K | 0.29% | 33 |
|