ISL
Ingalls & Snyder LLC’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
5,804
+231
| +4% | +$22.9K | 0.02% | 274 |
|
|
2025
Q1 | $575K | Hold |
5,573
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $516K | Sell |
5,573
-5
| -0.1% | -$463 | 0.02% | 279 |
|
|
2024
Q3 | $580K | Sell |
5,578
-25
| -0.4% | -$2.6K | 0.02% | 275 |
|
|
2024
Q2 | $539K | Sell |
5,603
-30
| -0.5% | -$2.89K | 0.02% | 272 |
|
|
2024
Q1 | $559K | Hold |
5,633
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $504K | Sell |
5,633
-23,207
| -80% | -$2.08M | 0.02% | 274 |
|
|
2023
Q3 | $2.32M | Sell |
28,840
-4,795
| -14% | -$385K | 0.11% | 125 |
|
|
2023
Q2 | $2.99M | Sell |
33,635
-1,145
| -3% | -$102K | 0.14% | 109 |
|
|
2023
Q1 | $2.94M | Sell |
34,780
-493
| -1% | -$41.6K | 0.15% | 100 |
|
|
2022
Q4 | $2.76M | Sell |
35,273
-820
| -2% | -$64.2K | 0.15% | 103 |
|
|
2022
Q3 | $2.3M | Sell |
36,093
-2,818
| -7% | -$180K | 0.13% | 118 |
|
|
2022
Q2 | $2.75M | Sell |
38,911
-3,168
| -8% | -$224K | 0.14% | 113 |
|
|
2022
Q1 | $3.24M | Sell |
42,079
-590
| -1% | -$45.4K | 0.14% | 115 |
|
|
2021
Q4 | $3.72M | Sell |
42,669
-490
| -1% | -$42.7K | 0.17% | 113 |
|
|
2021
Q3 | $3.55M | Sell |
43,159
-670
| -2% | -$55.1K | 0.16% | 117 |
|
|
2021
Q2 | $3.58M | Sell |
43,829
-548
| -1% | -$44.8K | 0.16% | 113 |
|
|
2021
Q1 | $3.04M | Sell |
44,377
-1,058
| -2% | -$72.4K | 0.14% | 119 |
|
|
2020
Q4 | $3.07M | Sell |
45,435
-365
| -0.8% | -$24.7K | 0.15% | 114 |
|
|
2020
Q3 | $2.86M | Sell |
45,800
-423
| -0.9% | -$26.4K | 0.2% | 94 |
|
|
2020
Q2 | $2.63M | Buy |
+46,223
| New | +$2.63M | 0.15% | 109 |
|