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Lummis Asset Management’s Otis Worldwide OTIS Stock Holding History

Lummis Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$4.81K – 152
2024
Q2 		$4.81K Hold
50
– – 0.01% 112
2024
Q1 		$4.96K Hold
50
– – 0.01% 113
2023
Q4 		$4.47K Buy
+50
New +$4.47K ﹤0.01% 138