Amica Mutual Insurance’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Hold |
66,982
| – | – | 0.64% | 38 |
|
|
2025
Q1 | $6.91M | Sell |
66,982
-11,500
| -15% | -$1.19M | 0.76% | 36 |
|
|
2024
Q4 | $7.27M | Hold |
78,482
| – | – | 0.74% | 38 |
|
|
2024
Q3 | $8.16M | Hold |
78,482
| – | – | 0.79% | 34 |
|
|
2024
Q2 | $7.56M | Hold |
78,482
| – | – | 0.75% | 38 |
|
|
2024
Q1 | $7.79M | Hold |
78,482
| – | – | 0.79% | 32 |
|
|
2023
Q4 | $7.02M | Hold |
78,482
| – | – | 0.76% | 42 |
|
|
2023
Q3 | $6.3M | Hold |
78,482
| – | – | 0.74% | 39 |
|
|
2023
Q2 | $6.99M | Sell |
78,482
-6,825
| -8% | -$608K | 0.79% | 39 |
|
|
2023
Q1 | $7.2M | Buy |
85,307
+36,779
| +76% | +$3.1M | 0.8% | 40 |
|
|
2022
Q4 | $3.8M | Sell |
48,528
-4,517
| -9% | -$354K | 0.48% | 58 |
|
|
2022
Q3 | $3.38M | Sell |
53,045
-9,511
| -15% | -$607K | 0.48% | 73 |
|
|
2022
Q2 | $4.42M | Hold |
62,556
| – | – | 0.56% | 61 |
|
|
2022
Q1 | $4.81M | Sell |
62,556
-53,760
| -46% | -$4.14M | 0.57% | 64 |
|
|
2021
Q4 | $10.1M | Hold |
116,316
| – | – | 0.86% | 30 |
|
|
2021
Q3 | $9.57M | Hold |
116,316
| – | – | 1% | 31 |
|
|
2021
Q2 | $9.51M | Hold |
116,316
| – | – | 1% | 28 |
|
|
2021
Q1 | $7.96M | Sell |
116,316
-6,725
| -5% | -$460K | 0.91% | 30 |
|
|
2020
Q4 | $8.31M | Hold |
123,041
| – | – | 0.91% | 28 |
|
|
2020
Q3 | $7.68M | Buy |
123,041
+57,411
| +87% | +$3.58M | 0.92% | 26 |
|
|
2020
Q2 | $3.73M | Buy |
+65,630
| New | +$3.73M | 0.45% | 66 |
|