TTWM
TCV Trust & Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
3,990
-552
| -12% | -$54.7K | 0.03% | 160 |
|
|
2025
Q1 | $469K | Sell |
4,542
-103
| -2% | -$10.6K | 0.04% | 144 |
|
|
2024
Q4 | $430K | Sell |
4,645
-51
| -1% | -$4.72K | 0.04% | 150 |
|
|
2024
Q3 | $488K | Sell |
4,696
-54
| -1% | -$5.61K | 0.04% | 144 |
|
|
2024
Q2 | $457K | Sell |
4,750
-106
| -2% | -$10.2K | 0.04% | 144 |
|
|
2024
Q1 | $482K | Sell |
4,856
-130
| -3% | -$12.9K | 0.05% | 139 |
|
|
2023
Q4 | $446K | Sell |
4,986
-55
| -1% | -$4.92K | 0.05% | 143 |
|
|
2023
Q3 | $405K | Buy |
5,041
+270
| +6% | +$21.7K | 0.04% | 143 |
|
|
2023
Q2 | $425K | Sell |
4,771
-120
| -2% | -$10.7K | 0.05% | 142 |
|
|
2023
Q1 | $413K | Sell |
4,891
-193
| -4% | -$16.3K | 0.05% | 145 |
|
|
2022
Q4 | $398K | Sell |
5,084
-25
| -0.5% | -$1.96K | 0.05% | 150 |
|
|
2022
Q3 | $326K | Sell |
5,109
-725
| -12% | -$46.3K | 0.04% | 149 |
|
|
2022
Q2 | $412K | Sell |
5,834
-335
| -5% | -$23.7K | 0.05% | 145 |
|
|
2022
Q1 | $474K | Sell |
6,169
-700
| -10% | -$53.8K | 0.05% | 144 |
|
|
2021
Q4 | $598K | Sell |
6,869
-615
| -8% | -$53.5K | 0.06% | 135 |
|
|
2021
Q3 | $615K | Buy |
7,484
+495
| +7% | +$40.7K | 0.07% | 131 |
|
|
2021
Q2 | $574K | Sell |
6,989
-50
| -0.7% | -$4.11K | 0.06% | 132 |
|
|
2021
Q1 | $481K | Sell |
7,039
-92
| -1% | -$6.29K | 0.06% | 134 |
|
|
2020
Q4 | $482K | Sell |
7,131
-225
| -3% | -$15.2K | 0.06% | 132 |
|
|
2020
Q3 | $459K | Sell |
7,356
-125
| -2% | -$7.8K | 0.06% | 128 |
|
|
2020
Q2 | $426K | Buy |
+7,481
| New | +$426K | 0.06% | 128 |
|