SGK
Steigerwald Gordon & Koch’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
155,634
+237
| +0.2% | +$23.5K | 1.63% | 29 |
|
|
2025
Q1 | $16M | Sell |
155,397
-183
| -0.1% | -$18.9K | 1.79% | 26 |
|
|
2024
Q4 | $14.4M | Buy |
155,580
+933
| +0.6% | +$86.4K | 1.63% | 28 |
|
|
2024
Q3 | $16.1M | Buy |
154,647
+3,481
| +2% | +$362K | 1.75% | 27 |
|
|
2024
Q2 | $14.6M | Buy |
151,166
+2,559
| +2% | +$246K | 1.76% | 26 |
|
|
2024
Q1 | $14.8M | Buy |
148,607
+1,098
| +0.7% | +$109K | 1.84% | 26 |
|
|
2023
Q4 | $13.2M | Buy |
147,509
+1,417
| +1% | +$127K | 1.79% | 28 |
|
|
2023
Q3 | $11.7M | Buy |
146,092
+2,727
| +2% | +$219K | 1.79% | 28 |
|
|
2023
Q2 | $12.8M | Buy |
143,365
+2,511
| +2% | +$224K | 1.87% | 28 |
|
|
2023
Q1 | $11.9M | Buy |
140,854
+5,580
| +4% | +$471K | 1.78% | 29 |
|
|
2022
Q4 | $10.6M | Buy |
135,274
+4,017
| +3% | +$315K | 1.68% | 33 |
|
|
2022
Q3 | $8.37M | Buy |
131,257
+4,791
| +4% | +$306K | 1.53% | 35 |
|
|
2022
Q2 | $8.94M | Buy |
126,466
+2,212
| +2% | +$156K | 1.56% | 32 |
|
|
2022
Q1 | $9.56M | Buy |
124,254
+2,891
| +2% | +$222K | 1.46% | 34 |
|
|
2021
Q4 | $10.6M | Buy |
121,363
+5,762
| +5% | +$502K | 1.59% | 32 |
|
|
2021
Q3 | $9.51M | Buy |
115,601
+6,640
| +6% | +$546K | 1.56% | 33 |
|
|
2021
Q2 | $8.91M | Buy |
108,961
+10,241
| +10% | +$837K | 1.47% | 34 |
|
|
2021
Q1 | $6.76M | Buy |
98,720
+8,501
| +9% | +$582K | 1.26% | 36 |
|
|
2020
Q4 | $6.09M | Buy |
90,219
+23,679
| +36% | +$1.6M | 1.24% | 34 |
|
|
2020
Q3 | $4.15M | Buy |
66,540
+22,136
| +50% | +$1.38M | 0.98% | 36 |
|
|
2020
Q2 | $2.53M | Buy |
+44,404
| New | +$2.53M | 0.67% | 42 |
|