DIA
Davidson Investment Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
179,159
+2,093
| +1% | +$207K | 0.8% | 53 |
|
|
2025
Q1 | $18.3M | Buy |
177,066
+3,526
| +2% | +$364K | 0.9% | 43 |
|
|
2024
Q4 | $16.1M | Buy |
173,540
+2,808
| +2% | +$260K | 0.78% | 54 |
|
|
2024
Q3 | $17.7M | Buy |
170,732
+7,234
| +4% | +$752K | 0.86% | 49 |
|
|
2024
Q2 | $15.7M | Sell |
163,498
-54,911
| -25% | -$5.29M | 0.81% | 52 |
|
|
2024
Q1 | $21.7M | Buy |
218,409
+6,615
| +3% | +$657K | 1.13% | 25 |
|
|
2023
Q4 | $18.9M | Buy |
211,794
+3,990
| +2% | +$357K | 1.09% | 30 |
|
|
2023
Q3 | $16.7M | Buy |
207,804
+3,550
| +2% | +$285K | 1.06% | 34 |
|
|
2023
Q2 | $18.2M | Buy |
204,254
+223
| +0.1% | +$19.8K | 1.15% | 26 |
|
|
2023
Q1 | $17.2M | Buy |
204,031
+19,956
| +11% | +$1.68M | 1.13% | 25 |
|
|
2022
Q4 | $14.4M | Buy |
184,075
+1,466
| +0.8% | +$115K | 1.12% | 38 |
|
|
2022
Q3 | $11.7M | Buy |
182,609
+6,407
| +4% | +$409K | 0.98% | 47 |
|
|
2022
Q2 | $12.5M | Buy |
176,202
+508
| +0.3% | +$35.9K | 1.06% | 41 |
|
|
2022
Q1 | $13.5M | Buy |
175,694
+2,546
| +1% | +$196K | 0.98% | 49 |
|
|
2021
Q4 | $15.1M | Sell |
173,148
-171
| -0.1% | -$14.9K | 1.08% | 42 |
|
|
2021
Q3 | $14.3M | Buy |
173,319
+6,110
| +4% | +$503K | 1.11% | 41 |
|
|
2021
Q2 | $13.7M | Sell |
167,209
-846
| -0.5% | -$69.2K | 1.09% | 41 |
|
|
2021
Q1 | $11.5M | Buy |
168,055
+7,465
| +5% | +$511K | 0.98% | 49 |
|
|
2020
Q4 | $10.8M | Buy |
160,590
+28,091
| +21% | +$1.9M | 1% | 50 |
|
|
2020
Q3 | $8.27M | Sell |
132,499
-1,107
| -0.8% | -$69.1K | 0.88% | 55 |
|
|
2020
Q2 | $7.6M | Buy |
+133,606
| New | +$7.6M | 0.84% | 53 |
|