D.A. Davidson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
55,733
+920
| +2% | +$91.1K | 0.04% | 328 |
|
|
2025
Q1 | $5.66M | Buy |
54,813
+41,363
| +308% | +$4.27M | 0.05% | 299 |
|
|
2024
Q4 | $1.25M | Sell |
13,450
-40
| -0.3% | -$3.71K | 0.01% | 696 |
|
|
2024
Q3 | $1.4M | Buy |
13,490
+681
| +5% | +$70.8K | 0.01% | 657 |
|
|
2024
Q2 | $1.23M | Buy |
12,809
+836
| +7% | +$80.5K | 0.01% | 665 |
|
|
2024
Q1 | $1.19M | Buy |
11,973
+262
| +2% | +$26K | 0.01% | 681 |
|
|
2023
Q4 | $1.05M | Buy |
11,711
+69
| +0.6% | +$6.17K | 0.01% | 698 |
|
|
2023
Q3 | $935K | Buy |
11,642
+596
| +5% | +$47.9K | 0.01% | 700 |
|
|
2023
Q2 | $983K | Buy |
11,046
+119
| +1% | +$10.6K | 0.01% | 694 |
|
|
2023
Q1 | $922K | Sell |
10,927
-1,050
| -9% | -$88.6K | 0.01% | 705 |
|
|
2022
Q4 | $939K | Sell |
11,977
-659
| -5% | -$51.7K | 0.01% | 645 |
|
|
2022
Q3 | $807K | Sell |
12,636
-447
| -3% | -$28.5K | 0.01% | 659 |
|
|
2022
Q2 | $925K | Buy |
13,083
+253
| +2% | +$17.9K | 0.01% | 624 |
|
|
2022
Q1 | $987K | Sell |
12,830
-278
| -2% | -$21.4K | 0.01% | 660 |
|
|
2021
Q4 | $1.14M | Buy |
13,108
+416
| +3% | +$36.2K | 0.01% | 614 |
|
|
2021
Q3 | $1.04M | Buy |
12,692
+159
| +1% | +$13.1K | 0.01% | 621 |
|
|
2021
Q2 | $1.03M | Sell |
12,533
-1,710
| -12% | -$140K | 0.01% | 622 |
|
|
2021
Q1 | $975K | Sell |
14,243
-1,330
| -9% | -$91K | 0.01% | 596 |
|
|
2020
Q4 | $1.05M | Sell |
15,573
-3,627
| -19% | -$245K | 0.02% | 497 |
|
|
2020
Q3 | $1.2M | Sell |
19,200
-7,771
| -29% | -$485K | 0.02% | 409 |
|
|
2020
Q2 | $1.53M | Buy |
+26,971
| New | +$1.53M | 0.03% | 352 |
|