NAM
NTV Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
3,360
| – | – | 0.04% | 234 |
|
|
2025
Q1 | $347K | Hold |
3,360
| – | – | 0.05% | 219 |
|
|
2024
Q4 | $311K | Sell |
3,360
-50
| -1% | -$4.63K | 0.04% | 224 |
|
|
2024
Q3 | $354K | Hold |
3,410
| – | – | 0.05% | 214 |
|
|
2024
Q2 | $328K | Sell |
3,410
-38
| -1% | -$3.66K | 0.05% | 210 |
|
|
2024
Q1 | $342K | Buy |
3,448
+62
| +2% | +$6.16K | 0.05% | 199 |
|
|
2023
Q4 | $303K | Sell |
3,386
-179
| -5% | -$16K | 0.05% | 205 |
|
|
2023
Q3 | $286K | Sell |
3,565
-136
| -4% | -$10.9K | 0.05% | 210 |
|
|
2023
Q2 | $329K | Sell |
3,701
-242
| -6% | -$21.5K | 0.06% | 200 |
|
|
2023
Q1 | $333K | Buy |
3,943
+1
| +0% | +$84 | 0.06% | 193 |
|
|
2022
Q4 | $309K | Sell |
3,942
-268
| -6% | -$21K | 0.06% | 194 |
|
|
2022
Q3 | $269K | Buy |
4,210
+1
| +0% | +$64 | 0.06% | 199 |
|
|
2022
Q2 | $297K | Sell |
4,209
-18
| -0.4% | -$1.27K | 0.06% | 200 |
|
|
2022
Q1 | $325K | Buy |
4,227
+13
| +0.3% | +$1K | 0.05% | 198 |
|
|
2021
Q4 | $367K | Sell |
4,214
-157
| -4% | -$13.7K | 0.06% | 187 |
|
|
2021
Q3 | $360K | Sell |
4,371
-107
| -2% | -$8.81K | 0.06% | 188 |
|
|
2021
Q2 | $366K | Buy |
4,478
+2
| +0% | +$163 | 0.06% | 170 |
|
|
2021
Q1 | $306K | Sell |
4,476
-381
| -8% | -$26K | 0.06% | 184 |
|
|
2020
Q4 | $328K | Sell |
4,857
-405
| -8% | -$27.4K | 0.07% | 162 |
|
|
2020
Q3 | $328K | Sell |
5,262
-666
| -11% | -$41.5K | 0.08% | 150 |
|
|
2020
Q2 | $337K | Buy |
+5,928
| New | +$337K | 0.09% | 142 |
|