Duncker Streett & 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 | $9.61K | Hold |
97
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $10K | Sell |
97
-131
| -57% | -$13.5K | ﹤0.01% | 414 |
|
|
2024
Q4 | $21.1K | Sell |
228
-67
| -23% | -$6.21K | ﹤0.01% | 393 |
|
|
2024
Q3 | $30.7K | Buy |
295
+50
| +20% | +$5.2K | 0.01% | 351 |
|
|
2024
Q2 | $23.6K | Sell |
245
-75
| -23% | -$7.22K | ﹤0.01% | 369 |
|
|
2024
Q1 | $31.8K | Sell |
320
-50
| -14% | -$4.96K | 0.01% | 345 |
|
|
2023
Q4 | $33.1K | Hold |
370
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $29.7K | Hold |
370
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $32.9K | Sell |
370
-9
| -2% | -$801 | 0.01% | 322 |
|
|
2023
Q1 | $32K | Hold |
379
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $29.7K | Hold |
379
| – | – | 0.01% | 338 |
|
|
2022
Q3 | $24K | Hold |
379
| – | – | 0.01% | 343 |
|
|
2022
Q2 | $27K | Hold |
379
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $29K | Sell |
379
-31
| -8% | -$2.37K | 0.01% | 353 |
|
|
2021
Q4 | $36K | Sell |
410
-44
| -10% | -$3.86K | 0.01% | 365 |
|
|
2021
Q3 | $37K | Sell |
454
-225
| -33% | -$18.3K | 0.01% | 359 |
|
|
2021
Q2 | $56K | Buy |
679
+70
| +11% | +$5.77K | 0.01% | 327 |
|
|
2021
Q1 | $42K | Sell |
609
-100
| -14% | -$6.9K | 0.01% | 349 |
|
|
2020
Q4 | $48K | Sell |
709
-558
| -44% | -$37.8K | 0.01% | 342 |
|
|
2020
Q3 | $79K | Sell |
1,267
-729
| -37% | -$45.5K | 0.02% | 291 |
|
|
2020
Q2 | $114K | Buy |
+1,996
| New | +$114K | 0.03% | 261 |
|