Wendell David Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $574K | Hold |
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|
2024
Q1 | $592K | Hold |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $671K | Sell |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $1.1M | Buy |
|