TAM
Tocqueville Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Hold |
20,907
| – | – | 0.03% | 284 |
|
|
2025
Q1 | $2.16M | Sell |
20,907
-1,150
| -5% | -$119K | 0.04% | 262 |
|
|
2024
Q4 | $2.04M | Hold |
22,057
| – | – | 0.03% | 276 |
|
|
2024
Q3 | $2.29M | Sell |
22,057
-75
| -0.3% | -$7.8K | 0.04% | 261 |
|
|
2024
Q2 | $2.13M | Sell |
22,132
-10,000
| -31% | -$963K | 0.04% | 266 |
|
|
2024
Q1 | $3.19M | Hold |
32,132
| – | – | 0.05% | 228 |
|
|
2023
Q4 | $2.87M | Sell |
32,132
-62
| -0.2% | -$5.55K | 0.05% | 223 |
|
|
2023
Q3 | $2.59M | Buy |
32,194
+10
| +0% | +$803 | 0.05% | 233 |
|
|
2023
Q2 | $2.86M | Hold |
32,184
| – | – | 0.05% | 232 |
|
|
2023
Q1 | $2.72M | Sell |
32,184
-170
| -0.5% | -$14.3K | 0.05% | 240 |
|
|
2022
Q4 | $2.53M | Hold |
32,354
| – | – | 0.05% | 255 |
|
|
2022
Q3 | $2.06M | Sell |
32,354
-100,377
| -76% | -$6.4M | 0.04% | 278 |
|
|
2022
Q2 | $9.38M | Sell |
132,731
-112
| -0.1% | -$7.92K | 0.17% | 136 |
|
|
2022
Q1 | $10.2M | Sell |
132,843
-7,494
| -5% | -$577K | 0.15% | 150 |
|
|
2021
Q4 | $12.2M | Sell |
140,337
-882
| -0.6% | -$76.8K | 0.17% | 139 |
|
|
2021
Q3 | $11.6M | Sell |
141,219
-5,773
| -4% | -$475K | 0.17% | 136 |
|
|
2021
Q2 | $12M | Sell |
146,992
-6,359
| -4% | -$520K | 0.17% | 138 |
|
|
2021
Q1 | $10.5M | Sell |
153,351
-24,224
| -14% | -$1.66M | 0.16% | 148 |
|
|
2020
Q4 | $12M | Buy |
177,575
+39,235
| +28% | +$2.65M | 0.2% | 123 |
|
|
2020
Q3 | $8.64M | Sell |
138,340
-1,325
| -0.9% | -$82.7K | 0.17% | 132 |
|
|
2020
Q2 | $7.94M | Buy |
+139,665
| New | +$7.94M | 0.17% | 135 |
|