Wilbanks Smith & Thomas Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $268K | Buy |
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