Donaldson Capital Management’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 | $211K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $448K | Sell |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $526K | Buy |
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