Monarch Capital 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 | $902K | Sell |
9,113
-100
| -1% | -$9.9K | 0.24% | 71 |
|
|
2025
Q1 | $951K | Sell |
9,213
-539
| -6% | -$55.6K | 0.26% | 68 |
|
|
2024
Q4 | $903K | Sell |
9,752
-135
| -1% | -$12.5K | 0.25% | 69 |
|
|
2024
Q3 | $1.03M | Sell |
9,887
-175
| -2% | -$18.2K | 0.28% | 67 |
|
|
2024
Q2 | $969K | Sell |
10,062
-224
| -2% | -$21.6K | 0.28% | 70 |
|
|
2024
Q1 | $1.02M | Sell |
10,286
-177
| -2% | -$17.6K | 0.29% | 66 |
|
|
2023
Q4 | $936K | Sell |
10,463
-485
| -4% | -$43.4K | 0.28% | 68 |
|
|
2023
Q3 | $879K | Sell |
10,948
-679
| -6% | -$54.5K | 0.28% | 66 |
|
|
2023
Q2 | $1.03M | Sell |
11,627
-1,943
| -14% | -$173K | 0.31% | 64 |
|
|
2023
Q1 | $1.15M | Sell |
13,570
-1,365
| -9% | -$115K | 0.35% | 63 |
|
|
2022
Q4 | $1.17M | Sell |
14,935
-1,197
| -7% | -$93.7K | 0.36% | 61 |
|
|
2022
Q3 | $1.03M | Sell |
16,132
-1,004
| -6% | -$64K | 0.34% | 62 |
|
|
2022
Q2 | $1.21M | Buy |
17,136
+445
| +3% | +$31.4K | 0.36% | 63 |
|
|
2022
Q1 | $1.28M | Sell |
16,691
-197
| -1% | -$15.2K | 0.34% | 64 |
|
|
2021
Q4 | $1.47M | Sell |
16,888
-797
| -5% | -$69.4K | 0.38% | 61 |
|
|
2021
Q3 | $1.46M | Sell |
17,685
-154
| -0.9% | -$12.7K | 0.4% | 61 |
|
|
2021
Q2 | $1.46M | Sell |
17,839
-725
| -4% | -$59.3K | 0.42% | 60 |
|
|
2021
Q1 | $1.27M | Sell |
18,564
-188
| -1% | -$12.9K | 0.38% | 61 |
|
|
2020
Q4 | $1.27M | Sell |
18,752
-165
| -0.9% | -$11.1K | 0.4% | 60 |
|
|
2020
Q3 | $1.18M | Sell |
18,917
-192
| -1% | -$12K | 0.41% | 55 |
|
|
2020
Q2 | $1.09M | Buy |
+19,109
| New | +$1.09M | 0.4% | 54 |
|