Dumont & Blake Investment Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $623K | Sell |
8,083
-110
| -1% | -$9.62K | 0.16% | 132 |
|
|
2025
Q4 | $716K | Hold |
8,193
| – | – | 0.17% | 124 |
|
|
2025
Q3 | $749K | Buy |
8,193
+26
| +0.3% | +$2.36K | 0.18% | 118 |
|
|
2025
Q2 | $809K | Buy |
8,167
+50
| +0.6% | +$4.83K | 0.21% | 110 |
|
|
2025
Q1 | $838K | Buy |
8,117
+40
| +0.5% | +$3.91K | 0.23% | 106 |
|
|
2024
Q4 | $748K | Buy |
8,077
+14
| +0.2% | +$1.4K | 0.2% | 116 |
|
|
2024
Q3 | $838K | Sell |
8,063
-8,059
| -50% | -$768K | 0.22% | 110 |
|
|
2024
Q2 | $1.55M | Buy |
16,122
+8,148
| +102% | +$785K | 0.22% | 110 |
|
|
2024
Q1 | $792K | Buy |
7,974
+102
| +1% | +$9.43K | 0.23% | 106 |
|
|
2023
Q4 | $704K | Sell |
7,872
-226
| -3% | -$18.8K | 0.22% | 112 |
|
|
2023
Q3 | $650K | Buy |
8,098
+32
| +0.4% | +$2.74K | 0.22% | 112 |
|
|
2023
Q2 | $718K | Sell |
8,066
-69
| -0.8% | -$5.81K | 0.23% | 104 |
|
|
2023
Q1 | $687K | Sell |
8,135
-45
| -0.6% | -$3.72K | 0.23% | 109 |
|
|
2022
Q4 | $641K | Sell |
8,180
-74
| -0.9% | -$5.46K | 0.23% | 104 |
|
|
2022
Q3 | $527K | Sell |
8,254
-552
| -6% | -$40.4K | 0.2% | 122 |
|
|
2022
Q2 | $622K | Buy |
8,806
+106
| +1% | +$7.81K | 0.2% | 124 |
|
|
2022
Q1 | $669K | Buy |
8,700
+13
| +0.1% | +$1.04K | 0.18% | 129 |
|
|
2021
Q4 | $756K | Buy |
8,687
+43
| +0.5% | +$3.6K | 0.2% | 122 |
|
|
2021
Q3 | $711K | Buy |
8,644
+60
| +0.7% | +$5.28K | 0.2% | 122 |
|
|
2021
Q2 | $702K | Buy |
8,584
+5,325
| +163% | +$410K | 0.2% | 123 |
|
|
2021
Q1 | $223K | Sell |
3,259
-25
| -0.8% | -$1.63K | 0.07% | 184 |
|
|
2020
Q4 | $222K | Sell |
3,284
-42
| -1% | -$2.73K | 0.08% | 178 |
|
|
2020
Q3 | $208K | Buy |
+3,326
| New | +$203K | 0.08% | 169 |
|
Other funds holding OTIS
VCM
VPM
