TSWM
Triangle Securities Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
12,335
-882
| -7% | -$87.3K | 0.3% | 84 |
|
|
2025
Q1 | $1.36M | Sell |
13,217
-549
| -4% | -$56.7K | 0.35% | 76 |
|
|
2024
Q4 | $1.27M | Sell |
13,766
-640
| -4% | -$59.3K | 0.33% | 76 |
|
|
2024
Q3 | $1.5M | Sell |
14,406
-292
| -2% | -$30.4K | 0.39% | 70 |
|
|
2024
Q2 | $1.41M | Sell |
14,698
-80
| -0.5% | -$7.7K | 0.4% | 70 |
|
|
2024
Q1 | $1.47M | Sell |
14,778
-65
| -0.4% | -$6.45K | 0.42% | 70 |
|
|
2023
Q4 | $1.33M | Sell |
14,843
-40
| -0.3% | -$3.58K | 0.41% | 72 |
|
|
2023
Q3 | $1.2M | Sell |
14,883
-215
| -1% | -$17.3K | 0.43% | 72 |
|
|
2023
Q2 | $1.34M | Sell |
15,098
-635
| -4% | -$56.5K | 0.46% | 68 |
|
|
2023
Q1 | $1.33M | Sell |
15,733
-715
| -4% | -$60.3K | 0.47% | 66 |
|
|
2022
Q4 | $1.29M | Sell |
16,448
-730
| -4% | -$57.2K | 0.47% | 66 |
|
|
2022
Q3 | $1.1M | Sell |
17,178
-726
| -4% | -$46.3K | 0.45% | 67 |
|
|
2022
Q2 | $1.27M | Sell |
17,904
-204
| -1% | -$14.4K | 0.49% | 67 |
|
|
2022
Q1 | $1.39M | Sell |
18,108
-1,143
| -6% | -$87.9K | 0.47% | 73 |
|
|
2021
Q4 | $1.68M | Sell |
19,251
-11
| -0.1% | -$958 | 0.52% | 64 |
|
|
2021
Q3 | $1.59M | Sell |
19,262
-77
| -0.4% | -$6.34K | 0.54% | 63 |
|
|
2021
Q2 | $1.58M | Sell |
19,339
-40
| -0.2% | -$3.27K | 0.53% | 67 |
|
|
2021
Q1 | $1.33M | Sell |
19,379
-34
| -0.2% | -$2.33K | 0.48% | 69 |
|
|
2020
Q4 | $1.31M | Buy |
19,413
+150
| +0.8% | +$10.1K | 0.52% | 65 |
|
|
2020
Q3 | $1.2M | Buy |
19,263
+365
| +2% | +$22.8K | 0.54% | 64 |
|
|
2020
Q2 | $1.08M | Buy |
+18,898
| New | +$1.08M | 0.51% | 67 |
|