AIA
Allied Investment Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
111,991
+2,661
| +2% | +$263K | 1.94% | 22 |
|
|
2025
Q1 | $11.3M | Buy |
109,330
+6,230
| +6% | +$643K | 2.14% | 21 |
|
|
2024
Q4 | $9.55M | Sell |
103,100
-400
| -0.4% | -$37K | 1.92% | 26 |
|
|
2024
Q3 | $10.8M | Buy |
103,500
+1,549
| +2% | +$161K | 2.13% | 22 |
|
|
2024
Q2 | $9.81M | Buy |
101,951
+1,612
| +2% | +$155K | 2.3% | 21 |
|
|
2024
Q1 | $9.96M | Buy |
100,339
+2,414
| +2% | +$240K | 2.41% | 19 |
|
|
2023
Q4 | $8.76M | Buy |
97,925
+1,318
| +1% | +$118K | 2.38% | 19 |
|
|
2023
Q3 | $7.76M | Buy |
96,607
+1,135
| +1% | +$91.2K | 2.32% | 20 |
|
|
2023
Q2 | $8.5M | Buy |
95,472
+4,750
| +5% | +$423K | 2.46% | 18 |
|
|
2023
Q1 | $7.66M | Buy |
90,722
+2,650
| +3% | +$224K | 2.37% | 21 |
|
|
2022
Q4 | $6.9M | Buy |
88,072
+4,745
| +6% | +$372K | 2.16% | 28 |
|
|
2022
Q3 | $5.32M | Buy |
83,327
+2,989
| +4% | +$191K | 1.98% | 31 |
|
|
2022
Q2 | $5.68M | Buy |
80,338
+3,836
| +5% | +$271K | 2.04% | 30 |
|
|
2022
Q1 | $5.89M | Buy |
76,502
+5,846
| +8% | +$450K | 1.92% | 32 |
|
|
2021
Q4 | $6.15M | Buy |
70,656
+1,408
| +2% | +$123K | 2.1% | 28 |
|
|
2021
Q3 | $5.7M | Sell |
69,248
-356
| -0.5% | -$29.3K | 2.16% | 27 |
|
|
2021
Q2 | $5.69M | Buy |
69,604
+6,820
| +11% | +$558K | 2.14% | 28 |
|
|
2021
Q1 | $4.3M | Buy |
62,784
+4,803
| +8% | +$329K | 1.84% | 30 |
|
|
2020
Q4 | $3.92M | Buy |
57,981
+5,509
| +10% | +$372K | 1.88% | 30 |
|
|
2020
Q3 | $3.28M | Buy |
52,472
+3,268
| +7% | +$204K | 1.76% | 29 |
|
|
2020
Q2 | $2.8M | Buy |
+49,204
| New | +$2.8M | 1.61% | 30 |
|