TPW
Tiller Private Wealth’s Orion OEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
30,000
| – | – | 0.12% | 43 |
|
|
2025
Q1 | $388K | Hold |
30,000
| – | – | 0.16% | 33 |
|
|
2024
Q4 | $474K | Hold |
30,000
| – | – | 0.2% | 29 |
|
|
2024
Q3 | $534K | Hold |
30,000
| – | – | 0.22% | 25 |
|
|
2024
Q2 | $658K | Hold |
30,000
| – | – | 0.29% | 20 |
|
|
2024
Q1 | $706K | Hold |
30,000
| – | – | 0.32% | 20 |
|
|
2023
Q4 | $832K | Hold |
30,000
| – | – | 0.42% | 17 |
|
|
2023
Q3 | $638K | Hold |
30,000
| – | – | 0.35% | 19 |
|
|
2023
Q2 | $637K | Hold |
30,000
| – | – | 0.35% | 21 |
|
|
2023
Q1 | $783K | Hold |
30,000
| – | – | 0.44% | 20 |
|
|
2022
Q4 | $534K | Hold |
30,000
| – | – | 0.32% | 26 |
|
|
2022
Q3 | $401K | Hold |
30,000
| – | – | 0.26% | 31 |
|
|
2022
Q2 | $466K | Hold |
30,000
| – | – | 0.29% | 30 |
|
|
2022
Q1 | $479K | Buy |
30,000
+15,000
| +100% | +$240K | 0.28% | 29 |
|
|
2021
Q4 | $275K | Hold |
15,000
| – | – | 0.17% | 40 |
|
|
2021
Q3 | $273K | Hold |
15,000
| – | – | 0.21% | 38 |
|
|
2021
Q2 | $285K | Hold |
15,000
| – | – | 0.3% | 36 |
|
|
2021
Q1 | $296K | Hold |
15,000
| – | – | 0.37% | 26 |
|
|
2020
Q4 | $257K | Hold |
15,000
| – | – | 0.35% | 28 |
|
|
2020
Q3 | $188K | Hold |
15,000
| – | – | 0.35% | 26 |
|
|
2020
Q2 | $159K | Hold |
15,000
| – | – | 0.32% | 28 |
|
|
2020
Q1 | $112K | Hold |
15,000
| – | – | 0.13% | 32 |
|
|
2019
Q4 | $290K | Hold |
15,000
| – | – | 0.23% | 28 |
|
|
2019
Q3 | $251K | Buy |
+15,000
| New | +$251K | 0.21% | 28 |
|