TAM
Tucker Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.06K | Hold |
87
| – | – | ﹤0.01% | 837 |
|
|
2024
Q3 | $9.04K | Sell |
87
-4,180
| -98% | -$434K | ﹤0.01% | 737 |
|
|
2024
Q2 | $411K | Buy |
4,267
+87
| +2% | +$8.38K | 0.09% | 79 |
|
|
2024
Q1 | $415K | Hold |
4,180
| – | – | 0.1% | 78 |
|
|
2023
Q4 | $374K | Sell |
4,180
-10
| -0.2% | -$895 | 0.09% | 85 |
|
|
2023
Q3 | $336K | Hold |
4,190
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $373K | Hold |
4,190
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $354K | Hold |
4,190
| – | – | 0.11% | 48 |
|
|
2022
Q4 | $331K | Sell |
4,190
-318
| -7% | -$25.1K | 0.11% | 31 |
|
|
2022
Q3 | $318K | Sell |
4,508
-63
| -1% | -$4.45K | 0.1% | 25 |
|
|
2022
Q2 | $323K | Buy |
4,571
+63
| +1% | +$4.45K | 0.1% | 16 |
|
|
2022
Q1 | $347K | Hold |
4,508
| – | – | 0.11% | 12 |
|
|
2021
Q4 | $389K | Hold |
4,508
| – | – | 0.13% | 11 |
|
|
2021
Q3 | $362K | Sell |
4,508
-102
| -2% | -$8.19K | 0.13% | 11 |
|
|
2021
Q2 | $377K | Hold |
4,610
| – | – | 0.17% | 11 |
|
|
2021
Q1 | $316K | Hold |
4,610
| – | – | 0.17% | 10 |
|
|
2020
Q4 | $311K | Buy |
+4,610
| New | +$311K | 0.19% | 19 |
|