DF Dent & 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 | $405K | Sell |
4,093
-6,597
| -62% | -$653K | 0.01% | 203 |
|
|
2025
Q1 | $1.1M | Buy |
10,690
+2,232
| +26% | +$230K | 0.01% | 161 |
|
|
2024
Q4 | $783K | Buy |
8,458
+217
| +3% | +$20.1K | 0.01% | 175 |
|
|
2024
Q3 | $857K | Buy |
8,241
+2,012
| +32% | +$209K | 0.01% | 170 |
|
|
2024
Q2 | $600K | Buy |
6,229
+4,045
| +185% | +$389K | 0.01% | 181 |
|
|
2024
Q1 | $217K | Sell |
2,184
-76
| -3% | -$7.55K | ﹤0.01% | 250 |
|
|
2023
Q4 | $202K | Buy |
+2,260
| New | +$202K | ﹤0.01% | 245 |
|