Farmers & Merchants Investments Inc’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 | $4.39M | Buy |
44,345
+2,861
| +7% | +$283K | 0.13% | 133 |
|
|
2025
Q1 | $4.28M | Sell |
41,484
-248
| -0.6% | -$25.6K | 0.14% | 132 |
|
|
2024
Q4 | $3.86M | Buy |
41,732
+4,089
| +11% | +$379K | 0.12% | 135 |
|
|
2024
Q3 | $3.91M | Sell |
37,643
-848
| -2% | -$88.1K | 0.12% | 134 |
|
|
2024
Q2 | $3.71M | Buy |
38,491
+87
| +0.2% | +$8.38K | 0.12% | 137 |
|
|
2024
Q1 | $3.81M | Sell |
38,404
-3,376
| -8% | -$335K | 0.13% | 139 |
|
|
2023
Q4 | $3.74M | Sell |
41,780
-1,171
| -3% | -$105K | 0.14% | 136 |
|
|
2023
Q3 | $3.45M | Buy |
42,951
+353
| +0.8% | +$28.3K | 0.14% | 136 |
|
|
2023
Q2 | $3.79M | Sell |
42,598
-310
| -0.7% | -$27.6K | 0.14% | 135 |
|
|
2023
Q1 | $3.62M | Buy |
42,908
+1,718
| +4% | +$145K | 0.14% | 137 |
|
|
2022
Q4 | $3.23M | Sell |
41,190
-811
| -2% | -$63.5K | 0.13% | 139 |
|
|
2022
Q3 | $2.68M | Sell |
42,001
-557
| -1% | -$35.5K | 0.12% | 145 |
|
|
2022
Q2 | $3.01M | Buy |
42,558
+9
| +0% | +$636 | 0.13% | 142 |
|
|
2022
Q1 | $3.27M | Sell |
42,549
-616
| -1% | -$47.4K | 0.12% | 150 |
|
|
2021
Q4 | $3.76M | Sell |
43,165
-990
| -2% | -$86.2K | 0.14% | 142 |
|
|
2021
Q3 | $3.63M | Sell |
44,155
-403
| -0.9% | -$33.2K | 0.15% | 137 |
|
|
2021
Q2 | $3.64M | Buy |
44,558
+11,437
| +35% | +$935K | 0.16% | 136 |
|
|
2021
Q1 | $2.27M | Buy |
33,121
+346
| +1% | +$23.7K | 0.11% | 150 |
|
|
2020
Q4 | $2.21M | Sell |
32,775
-6,213
| -16% | -$420K | 0.11% | 147 |
|
|
2020
Q3 | $2.43M | Buy |
38,988
+17,448
| +81% | +$1.09M | 0.15% | 140 |
|
|
2020
Q2 | $1.23M | Buy |
+21,540
| New | +$1.23M | 0.08% | 156 |
|