Davenport & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $937K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $881K | Sell |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $776K | Buy |
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