SAM
Selway Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.09M | Buy |
20,221
+200
| +1% | +$20.6K | 0.86% | 36 |
|
|
2024
Q4 | $1.85M | Hold |
20,021
| – | – | 0.73% | 39 |
|
|
2024
Q3 | $2.08M | Buy |
20,021
+150
| +0.8% | +$15.6K | 0.81% | 37 |
|
|
2024
Q2 | $1.91M | Buy |
19,871
+600
| +3% | +$57.8K | 0.78% | 40 |
|
|
2024
Q1 | $1.91M | Buy |
19,271
+1,475
| +8% | +$146K | 0.76% | 41 |
|
|
2023
Q4 | $1.59M | Buy |
17,796
+541
| +3% | +$48.4K | 0.67% | 43 |
|
|
2023
Q3 | $1.39M | Buy |
17,255
+50
| +0.3% | +$4.02K | 0.64% | 43 |
|
|
2023
Q2 | $1.53M | Buy |
17,205
+260
| +2% | +$23.1K | 0.67% | 44 |
|
|
2023
Q1 | $1.43M | Hold |
16,945
| – | – | 0.69% | 42 |
|
|
2022
Q4 | $1.33M | Buy |
16,945
+1,000
| +6% | +$78.3K | 0.7% | 40 |
|
|
2022
Q3 | $1.02M | Buy |
15,945
+2,528
| +19% | +$161K | 0.59% | 42 |
|
|
2022
Q2 | $948K | Buy |
+13,417
| New | +$948K | 0.53% | 44 |
|