TCPG
Trivant Custom Portfolio Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
14,729
-294
| -2% | -$29.1K | 0.8% | 38 |
|
|
2025
Q1 | $1.55M | Sell |
15,023
-207
| -1% | -$21.4K | 0.89% | 33 |
|
|
2024
Q4 | $1.41M | Buy |
15,230
+243
| +2% | +$22.5K | 0.82% | 36 |
|
|
2024
Q3 | $1.56M | Sell |
14,987
-7,930
| -35% | -$824K | 0.9% | 35 |
|
|
2024
Q2 | $2.21M | Sell |
22,917
-126
| -0.5% | -$12.1K | 1.36% | 30 |
|
|
2024
Q1 | $2.29M | Buy |
+23,043
| New | +$2.29M | 1.46% | 34 |
|