Aull & Monroe Investment Management’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 | $282K | Sell |
2,845
-1,325
| -32% | -$131K | 0.15% | 98 |
|
|
2025
Q1 | $430K | Sell |
4,170
-55
| -1% | -$5.68K | 0.21% | 84 |
|
|
2024
Q4 | $391K | Sell |
4,225
-500
| -11% | -$46.3K | 0.2% | 91 |
|
|
2024
Q3 | $491K | Sell |
4,725
-195
| -4% | -$20.3K | 0.23% | 83 |
|
|
2024
Q2 | $474K | Sell |
4,920
-13
| -0.3% | -$1.25K | 0.23% | 86 |
|
|
2024
Q1 | $490K | Hold |
4,933
| – | – | 0.22% | 89 |
|
|
2023
Q4 | $441K | Sell |
4,933
-175
| -3% | -$15.7K | 0.22% | 87 |
|
|
2023
Q3 | $410K | Sell |
5,108
-86
| -2% | -$6.91K | 0.21% | 90 |
|
|
2023
Q2 | $462K | Sell |
5,194
-12
| -0.2% | -$1.07K | 0.23% | 87 |
|
|
2023
Q1 | $439K | Sell |
5,206
-50
| -1% | -$4.22K | 0.22% | 85 |
|
|
2022
Q4 | $412K | Sell |
5,256
-920
| -15% | -$72K | 0.2% | 87 |
|
|
2022
Q3 | $394K | Sell |
6,176
-625
| -9% | -$39.9K | 0.22% | 87 |
|
|
2022
Q2 | $481K | Sell |
6,801
-75
| -1% | -$5.3K | 0.24% | 84 |
|
|
2022
Q1 | $529K | Sell |
6,876
-75
| -1% | -$5.77K | 0.24% | 85 |
|
|
2021
Q4 | $605K | Hold |
6,951
| – | – | 0.27% | 79 |
|
|
2021
Q3 | $572K | Hold |
6,951
| – | – | 0.28% | 78 |
|
|
2021
Q2 | $569K | Sell |
6,951
-175
| -2% | -$14.3K | 0.27% | 83 |
|
|
2021
Q1 | $488K | Sell |
7,126
-187
| -3% | -$12.8K | 0.24% | 86 |
|
|
2020
Q4 | $494K | Sell |
7,313
-475
| -6% | -$32.1K | 0.26% | 84 |
|
|
2020
Q3 | $486K | Sell |
7,788
-750
| -9% | -$46.8K | 0.29% | 80 |
|
|
2020
Q2 | $486K | Buy |
+8,538
| New | +$486K | 0.3% | 80 |
|