WDA
Wendell David Associates’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
5,444
-50
| -0.9% | -$4.95K | 0.05% | 114 |
|
|
2025
Q1 | $567K | Hold |
5,494
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $509K | Sell |
5,494
-25
| -0.5% | -$2.32K | 0.05% | 114 |
|
|
2024
Q3 | $574K | Sell |
5,519
-440
| -7% | -$45.8K | 0.05% | 112 |
|
|
2024
Q2 | $574K | Hold |
5,959
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $592K | Hold |
5,959
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $533K | Buy |
5,959
+107
| +2% | +$9.57K | 0.06% | 106 |
|
|
2023
Q3 | $470K | Sell |
5,852
-75
| -1% | -$6.02K | 0.06% | 112 |
|
|
2023
Q2 | $528K | Sell |
5,927
-50
| -0.8% | -$4.45K | 0.06% | 105 |
|
|
2023
Q1 | $504K | Sell |
5,977
-150
| -2% | -$12.6K | 0.06% | 107 |
|
|
2022
Q4 | $480K | Sell |
6,127
-75
| -1% | -$5.88K | 0.06% | 108 |
|
|
2022
Q3 | $396K | Sell |
6,202
-25
| -0.4% | -$1.6K | 0.05% | 116 |
|
|
2022
Q2 | $440K | Sell |
6,227
-1,352
| -18% | -$95.5K | 0.06% | 112 |
|
|
2022
Q1 | $583K | Sell |
7,579
-862
| -10% | -$66.3K | 0.06% | 107 |
|
|
2021
Q4 | $735K | Sell |
8,441
-500
| -6% | -$43.5K | 0.07% | 104 |
|
|
2021
Q3 | $736K | Buy |
8,941
+732
| +9% | +$60.3K | 0.08% | 102 |
|
|
2021
Q2 | $671K | Sell |
8,209
-7
| -0.1% | -$572 | 0.08% | 104 |
|
|
2021
Q1 | $562K | Sell |
8,216
-1,470
| -15% | -$101K | 0.07% | 103 |
|
|
2020
Q4 | $654K | Sell |
9,686
-1,284
| -12% | -$86.7K | 0.08% | 100 |
|
|
2020
Q3 | $685K | Sell |
10,970
-8,408
| -43% | -$525K | 0.09% | 96 |
|
|
2020
Q2 | $1.1M | Buy |
+19,378
| New | +$1.1M | 0.16% | 82 |
|