Aull & Monroe Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $486K | Buy |
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