TIA
Tiemann Investment Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
3,124
-35
| -1% | -$3.47K | 0.13% | 137 |
|
|
2025
Q1 | $326K | Hold |
3,159
| – | – | 0.15% | 123 |
|
|
2024
Q4 | $293K | Hold |
3,159
| – | – | 0.13% | 138 |
|
|
2024
Q3 | $328K | Sell |
3,159
-100
| -3% | -$10.4K | 0.14% | 134 |
|
|
2024
Q2 | $314K | Buy |
3,259
+125
| +4% | +$12K | 0.14% | 134 |
|
|
2024
Q1 | $311K | Buy |
3,134
+35
| +1% | +$3.47K | 0.14% | 137 |
|
|
2023
Q4 | $277K | Hold |
3,099
| – | – | 0.13% | 147 |
|
|
2023
Q3 | $249K | Hold |
3,099
| – | – | 0.13% | 154 |
|
|
2023
Q2 | $276K | Hold |
3,099
| – | – | 0.14% | 150 |
|
|
2023
Q1 | $262K | Hold |
3,099
| – | – | 0.14% | 157 |
|
|
2022
Q4 | $243K | Sell |
3,099
-75
| -2% | -$5.87K | 0.14% | 160 |
|
|
2022
Q3 | $203K | Sell |
3,174
-1,375
| -30% | -$87.9K | 0.13% | 169 |
|
|
2022
Q2 | $321K | Hold |
4,549
| – | – | 0.17% | 132 |
|
|
2022
Q1 | $350K | Sell |
4,549
-58
| -1% | -$4.46K | 0.16% | 140 |
|
|
2021
Q4 | $401K | Hold |
4,607
| – | – | 0.17% | 138 |
|
|
2021
Q3 | $379K | Buy |
4,607
+33
| +0.7% | +$2.72K | 0.18% | 128 |
|
|
2021
Q2 | $374K | Sell |
4,574
-225
| -5% | -$18.4K | 0.17% | 133 |
|
|
2021
Q1 | $329K | Hold |
4,799
| – | – | 0.16% | 142 |
|
|
2020
Q4 | $324K | Sell |
4,799
-9
| -0.2% | -$608 | 0.17% | 135 |
|
|
2020
Q3 | $300K | Sell |
4,808
-12
| -0.2% | -$749 | 0.19% | 129 |
|
|
2020
Q2 | $274K | Buy |
+4,820
| New | +$274K | 0.19% | 131 |
|