L. Roy Papp & Associates’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,431	Closed	-$307K	–	182
2023 Q4	$307K	Sell	3,431 -99	-3%	-$8.23K	0.04%	144
2023 Q3	$283K	Buy	3,530 +112	+3%	+$9.58K	0.04%	141
2023 Q2	$304K	Sell	3,418 -917	-21%	-$77.3K	0.04%	143
2023 Q1	$366K	Sell	4,335 -241	-5%	-$19.9K	0.05%	137
2022 Q4	$358K	Hold	4,576	–	–	0.05%	137
2022 Q3	$292K	Buy	4,576 +496	+12%	+$36.3K	0.04%	148
2022 Q2	$288K	Sell	4,080 -1,977	-33%	-$146K	0.04%	148
2022 Q1	$466K	Sell	6,057 -74	-1%	-$5.91K	0.06%	128
2021 Q4	$534K	Sell	6,131 -800	-12%	-$67K	0.06%	127
2021 Q3	$570K	Sell	6,931 -224	-3%	-$19.7K	0.07%	124
2021 Q2	$585K	Buy	7,155 +1,876	+36%	+$144K	0.07%	122
2021 Q1	$361K	Sell	5,279 -4,674	-47%	-$306K	0.05%	144
2020 Q4	$672K	Sell	9,953 -2,355	-19%	-$153K	0.08%	119
2020 Q3	$768K	Sell	12,308 -986	-7%	-$60.3K	0.1%	108
2020 Q2	$756K	Buy	+13,294	New	+$689K	0.11%	102