Lee, Danner & Bass’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 | $734K | Sell |
7,410
-573
| -7% | -$56.7K | 0.06% | 146 |
|
|
2025
Q1 | $824K | Hold |
7,983
| – | – | 0.07% | 141 |
|
|
2024
Q4 | $739K | Sell |
7,983
-517
| -6% | -$47.9K | 0.06% | 150 |
|
|
2024
Q3 | $883K | Sell |
8,500
-125
| -1% | -$13K | 0.06% | 144 |
|
|
2024
Q2 | $830K | Buy |
+8,625
| New | +$830K | 0.06% | 143 |
|
|
2023
Q4 | $755K | Sell |
8,444
-3,801
| -31% | -$340K | 0.06% | 144 |
|
|
2023
Q3 | $983K | Sell |
12,245
-562
| -4% | -$45.1K | 0.09% | 122 |
|
|
2023
Q2 | $1.14M | Sell |
12,807
-625
| -5% | -$55.6K | 0.1% | 121 |
|
|
2023
Q1 | $1.13M | Sell |
13,432
-638
| -5% | -$53.9K | 0.1% | 121 |
|
|
2022
Q4 | $1.1M | Sell |
14,070
-2,274
| -14% | -$178K | 0.1% | 121 |
|
|
2022
Q3 | $1.04M | Hold |
16,344
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $1.16M | Sell |
16,344
-224
| -1% | -$15.8K | 0.12% | 113 |
|
|
2022
Q1 | $1.28M | Sell |
16,568
-25
| -0.2% | -$1.92K | 0.11% | 113 |
|
|
2021
Q4 | $1.45M | Sell |
16,593
-240
| -1% | -$20.9K | 0.12% | 110 |
|
|
2021
Q3 | $1.39M | Sell |
16,833
-5,989
| -26% | -$493K | 0.13% | 110 |
|
|
2021
Q2 | $1.87M | Sell |
22,822
-6,176
| -21% | -$505K | 0.17% | 97 |
|
|
2021
Q1 | $1.99M | Sell |
28,998
-6,709
| -19% | -$459K | 0.19% | 93 |
|
|
2020
Q4 | $2.41M | Sell |
35,707
-3,284
| -8% | -$222K | 0.26% | 82 |
|
|
2020
Q3 | $2.43M | Sell |
38,991
-2,652
| -6% | -$166K | 0.29% | 78 |
|
|
2020
Q2 | $2.37M | Buy |
+41,643
| New | +$2.37M | 0.3% | 74 |
|