WSTAM
Wilbanks Smith & Thomas Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $527K | Sell |
5,306
-60
| -1% | -$5.96K | 0.01% | 337 |
|
|
2023
Q4 | $480K | Hold |
5,366
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $431K | Sell |
5,366
-478
| -8% | -$38.4K | 0.01% | 336 |
|
|
2023
Q2 | $520K | Buy |
5,844
+253
| +5% | +$22.5K | 0.02% | 305 |
|
|
2023
Q1 | $472K | Sell |
5,591
-421
| -7% | -$35.5K | 0.02% | 312 |
|
|
2022
Q4 | $471K | Buy |
6,012
+376
| +7% | +$29.4K | 0.02% | 316 |
|
|
2022
Q3 | $360K | Sell |
5,636
-204
| -3% | -$13K | 0.02% | 334 |
|
|
2022
Q2 | $413K | Buy |
5,840
+138
| +2% | +$9.76K | 0.02% | 325 |
|
|
2022
Q1 | $418K | Buy |
5,702
+543
| +11% | +$39.8K | 0.02% | 336 |
|
|
2021
Q4 | $449K | Hold |
5,159
| – | – | 0.02% | 344 |
|
|
2021
Q3 | $425K | Hold |
5,159
| – | – | 0.02% | 334 |
|
|
2021
Q2 | $422K | Buy |
5,159
+10
| +0.2% | +$818 | 0.02% | 340 |
|
|
2021
Q1 | $352K | Buy |
5,149
+691
| +16% | +$47.2K | 0.02% | 340 |
|
|
2020
Q4 | $301K | Sell |
4,458
-22
| -0.5% | -$1.49K | 0.01% | 335 |
|
|
2020
Q3 | $280K | Sell |
4,480
-225
| -5% | -$14.1K | 0.02% | 324 |
|
|
2020
Q2 | $268K | Buy |
+4,705
| New | +$268K | 0.02% | 324 |
|