Auto-Owners 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 | $633K | Buy |
6,393
+1,393
| +28% | +$138K | 0.01% | 86 |
|
2025
Q1 | $964K | Sell |
5,000
-1,393
| -22% | -$269K | 0.03% | 85 |
|
2024
Q4 | $592K | Hold |
6,393
| – | – | 0.01% | 85 |
|
2024
Q3 | $664K | Hold |
6,393
| – | – | 0.02% | 94 |
|
2024
Q2 | $615K | Hold |
6,393
| – | – | 0.02% | 91 |
|
2024
Q1 | $635K | Hold |
6,393
| – | – | 0.02% | 90 |
|
2023
Q4 | $572K | Hold |
6,393
| – | – | 0.02% | 91 |
|
2023
Q3 | $513K | Hold |
6,393
| – | – | 0.02% | 95 |
|
2023
Q2 | $569K | Hold |
6,393
| – | – | 0.02% | 94 |
|
2023
Q1 | $540K | Hold |
6,393
| – | – | 0.02% | 92 |
|
2022
Q4 | $501K | Buy |
+6,393
| New | +$501K | 0.02% | 93 |
|