D.A. Davidson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.96M | Sell |
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|
2025
Q4 | $4.55M | Sell |
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|
2025
Q3 | $4.94M | Sell |
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|
2025
Q2 | $5.52M | Buy |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $935K | Buy |
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|
2023
Q2 | $983K | Buy |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $939K | Sell |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $987K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $975K | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.53M | Buy |
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