L. Roy Papp & Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,431
| Closed | -$307K | – | 182 |
|
|
2023
Q4 | $307K | Sell |
3,431
-99
| -3% | -$8.86K | 0.04% | 144 |
|
|
2023
Q3 | $283K | Buy |
3,530
+112
| +3% | +$9K | 0.04% | 141 |
|
|
2023
Q2 | $304K | Sell |
3,418
-917
| -21% | -$81.6K | 0.04% | 143 |
|
|
2023
Q1 | $366K | Sell |
4,335
-241
| -5% | -$20.3K | 0.05% | 137 |
|
|
2022
Q4 | $358K | Hold |
4,576
| – | – | 0.05% | 137 |
|
|
2022
Q3 | $292K | Buy |
4,576
+496
| +12% | +$31.7K | 0.04% | 148 |
|
|
2022
Q2 | $288K | Sell |
4,080
-1,977
| -33% | -$140K | 0.04% | 148 |
|
|
2022
Q1 | $466K | Sell |
6,057
-74
| -1% | -$5.69K | 0.06% | 128 |
|
|
2021
Q4 | $534K | Sell |
6,131
-800
| -12% | -$69.7K | 0.06% | 127 |
|
|
2021
Q3 | $570K | Sell |
6,931
-224
| -3% | -$18.4K | 0.07% | 124 |
|
|
2021
Q2 | $585K | Buy |
7,155
+1,876
| +36% | +$153K | 0.07% | 122 |
|
|
2021
Q1 | $361K | Sell |
5,279
-4,674
| -47% | -$320K | 0.05% | 144 |
|
|
2020
Q4 | $672K | Sell |
9,953
-2,355
| -19% | -$159K | 0.08% | 119 |
|
|
2020
Q3 | $768K | Sell |
12,308
-986
| -7% | -$61.5K | 0.1% | 108 |
|
|
2020
Q2 | $756K | Buy |
+13,294
| New | +$756K | 0.11% | 102 |
|