Fruth 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 | $336K | Hold |
3,403
| – | – | 0.09% | 158 |
|
|
2025
Q1 | $351K | Hold |
3,403
| – | – | 0.1% | 160 |
|
|
2024
Q4 | $315K | Hold |
3,403
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $353K | Sell |
3,403
-150
| -4% | -$15.6K | 0.09% | 165 |
|
|
2024
Q2 | $342K | Hold |
3,553
| – | – | 0.09% | 166 |
|
|
2024
Q1 | $352K | Hold |
3,553
| – | – | 0.09% | 166 |
|
|
2023
Q4 | $317K | Sell |
3,553
-25
| -0.7% | -$2.23K | 0.09% | 171 |
|
|
2023
Q3 | $287K | Sell |
3,578
-50
| -1% | -$4.01K | 0.09% | 176 |
|
|
2023
Q2 | $322K | Hold |
3,628
| – | – | 0.09% | 172 |
|
|
2023
Q1 | $306K | Hold |
3,628
| – | – | 0.09% | 177 |
|
|
2022
Q4 | $284K | Hold |
3,628
| – | – | 0.08% | 186 |
|
|
2022
Q3 | $231K | Hold |
3,628
| – | – | 0.08% | 191 |
|
|
2022
Q2 | $282K | Hold |
3,628
| – | – | 0.08% | 198 |
|
|
2022
Q1 | $279K | Buy |
3,628
+88
| +2% | +$6.77K | 0.08% | 197 |
|
|
2021
Q4 | $308K | Hold |
3,540
| – | – | 0.08% | 187 |
|
|
2021
Q3 | $291K | Hold |
3,540
| – | – | 0.09% | 187 |
|
|
2021
Q2 | $289K | Hold |
3,540
| – | – | 0.09% | 183 |
|
|
2021
Q1 | $242K | Sell |
3,540
-37
| -1% | -$2.53K | 0.08% | 192 |
|
|
2020
Q4 | $241K | Sell |
3,577
-100
| -3% | -$6.74K | 0.08% | 175 |
|
|
2020
Q3 | $229K | Hold |
3,677
| – | – | 0.09% | 157 |
|
|
2020
Q2 | $209K | Buy |
+3,677
| New | +$209K | 0.09% | 164 |
|