Donaldson Capital Management’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 | $236K | Sell |
2,388
-202
| -8% | -$20K | 0.01% | 205 |
|
|
2025
Q1 | $267K | Sell |
2,590
-56
| -2% | -$5.78K | 0.01% | 196 |
|
|
2024
Q4 | $245K | Sell |
2,646
-562
| -18% | -$52K | 0.01% | 204 |
|
|
2024
Q3 | $333K | Sell |
3,208
-19
| -0.6% | -$1.98K | 0.01% | 188 |
|
|
2024
Q2 | $311K | Hold |
3,227
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $320K | Sell |
3,227
-72
| -2% | -$7.15K | 0.01% | 180 |
|
|
2023
Q4 | $295K | Sell |
3,299
-346
| -9% | -$31K | 0.01% | 191 |
|
|
2023
Q3 | $293K | Sell |
3,645
-401
| -10% | -$32.2K | 0.01% | 189 |
|
|
2023
Q2 | $360K | Sell |
4,046
-381
| -9% | -$33.9K | 0.02% | 176 |
|
|
2023
Q1 | $374K | Buy |
4,427
+2
| +0% | +$169 | 0.02% | 177 |
|
|
2022
Q4 | $347K | Sell |
4,425
-130
| -3% | -$10.2K | 0.02% | 183 |
|
|
2022
Q3 | $291K | Sell |
4,555
-314
| -6% | -$20.1K | 0.02% | 188 |
|
|
2022
Q2 | $344K | Sell |
4,869
-387
| -7% | -$27.3K | 0.02% | 189 |
|
|
2022
Q1 | $404K | Sell |
5,256
-60
| -1% | -$4.61K | 0.02% | 199 |
|
|
2021
Q4 | $463K | Sell |
5,316
-125
| -2% | -$10.9K | 0.02% | 194 |
|
|
2021
Q3 | $448K | Sell |
5,441
-677
| -11% | -$55.7K | 0.02% | 182 |
|
|
2021
Q2 | $500K | Sell |
6,118
-169
| -3% | -$13.8K | 0.03% | 172 |
|
|
2021
Q1 | $430K | Sell |
6,287
-1,041
| -14% | -$71.2K | 0.02% | 187 |
|
|
2020
Q4 | $495K | Sell |
7,328
-69
| -0.9% | -$4.66K | 0.03% | 160 |
|
|
2020
Q3 | $462K | Sell |
7,397
-1,857
| -20% | -$116K | 0.03% | 157 |
|
|
2020
Q2 | $526K | Buy |
+9,254
| New | +$526K | 0.04% | 128 |
|