Fukoku Mutual Life Insurance’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,191
| Closed | -$285K | – | 284 |
|
|
2023
Q4 | $285K | Hold |
3,191
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $256K | Hold |
3,191
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $284K | Sell |
3,191
-373
| -10% | -$33.2K | 0.03% | 201 |
|
|
2023
Q1 | $301K | Sell |
3,564
-426
| -11% | -$36K | 0.03% | 183 |
|
|
2022
Q4 | $312K | Hold |
3,990
| – | – | 0.03% | 198 |
|
|
2022
Q3 | $255K | Hold |
3,990
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $282K | Hold |
3,990
| – | – | 0.02% | 213 |
|
|
2022
Q1 | $307K | Hold |
3,990
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $347K | Buy |
3,990
+130
| +3% | +$11.3K | 0.03% | 213 |
|
|
2021
Q3 | $318K | Buy |
3,860
+960
| +33% | +$79.1K | 0.02% | 226 |
|
|
2021
Q2 | $237K | Hold |
2,900
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $199K | Hold |
2,900
| – | – | 0.02% | 248 |
|
|
2020
Q4 | $196K | Hold |
2,900
| – | – | 0.02% | 240 |
|
|
2020
Q3 | $181K | Buy |
2,900
+1,100
| +61% | +$68.7K | 0.02% | 237 |
|
|
2020
Q2 | $102K | Buy |
+1,800
| New | +$102K | 0.01% | 270 |
|