Davenport & 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 | $1.24M | Sell |
12,497
-225
| -2% | -$22.3K | 0.01% | 622 |
|
|
2025
Q1 | $1.31M | Sell |
12,722
-1,451
| -10% | -$150K | 0.01% | 576 |
|
|
2024
Q4 | $1.31M | Buy |
14,173
+197
| +1% | +$18.2K | 0.01% | 564 |
|
|
2024
Q3 | $1.45M | Buy |
13,976
+1,454
| +12% | +$151K | 0.01% | 537 |
|
|
2024
Q2 | $1.21M | Sell |
12,522
-49
| -0.4% | -$4.72K | 0.01% | 564 |
|
|
2024
Q1 | $1.25M | Buy |
12,571
+48
| +0.4% | +$4.77K | 0.01% | 545 |
|
|
2023
Q4 | $1.12M | Sell |
12,523
-211
| -2% | -$18.9K | 0.01% | 535 |
|
|
2023
Q3 | $1.02M | Sell |
12,734
-134
| -1% | -$10.8K | 0.01% | 526 |
|
|
2023
Q2 | $1.15M | Sell |
12,868
-1,444
| -10% | -$129K | 0.01% | 507 |
|
|
2023
Q1 | $1.21M | Sell |
14,312
-100
| -0.7% | -$8.44K | 0.01% | 481 |
|
|
2022
Q4 | $1.13M | Sell |
14,412
-276
| -2% | -$21.6K | 0.01% | 471 |
|
|
2022
Q3 | $937K | Sell |
14,688
-179
| -1% | -$11.4K | 0.01% | 496 |
|
|
2022
Q2 | $1.05M | Sell |
14,867
-135
| -0.9% | -$9.54K | 0.01% | 483 |
|
|
2022
Q1 | $1.15M | Sell |
15,002
-1,015
| -6% | -$78.1K | 0.01% | 498 |
|
|
2021
Q4 | $1.4M | Buy |
16,017
+1,063
| +7% | +$92.6K | 0.01% | 470 |
|
|
2021
Q3 | $1.23M | Buy |
14,954
+1,827
| +14% | +$150K | 0.01% | 495 |
|
|
2021
Q2 | $1.07M | Buy |
13,127
+256
| +2% | +$20.9K | 0.01% | 460 |
|
|
2021
Q1 | $881K | Sell |
12,871
-93
| -0.7% | -$6.37K | 0.01% | 415 |
|
|
2020
Q4 | $876K | Buy |
12,964
+333
| +3% | +$22.5K | 0.01% | 398 |
|
|
2020
Q3 | $788K | Sell |
12,631
-1,009
| -7% | -$62.9K | 0.01% | 380 |
|
|
2020
Q2 | $776K | Buy |
+13,640
| New | +$776K | 0.01% | 369 |
|