Shelter Insurance Retirement Plan’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 | $1.58M | Hold |
16,000
| – | – | 1.86% | 5 |
|
|
2025
Q1 | $1.65M | Hold |
16,000
| – | – | 2.14% | 5 |
|
|
2024
Q4 | $1.48M | Hold |
16,000
| – | – | 1.9% | 5 |
|
|
2024
Q3 | $1.62M | Hold |
16,000
| – | – | 2% | 5 |
|
|
2024
Q2 | $1.54M | Hold |
16,000
| – | – | 2.05% | 5 |
|
|
2024
Q1 | $1.59M | Hold |
16,000
| – | – | 2.17% | 5 |
|
|
2023
Q4 | $1.43M | Hold |
16,000
| – | – | 1.39% | 5 |
|
|
2023
Q3 | $1.28M | Hold |
16,000
| – | – | 1.25% | 6 |
|
|
2023
Q2 | $1.42M | Hold |
16,000
| – | – | 1.33% | 5 |
|
|
2023
Q1 | $1.35M | Hold |
16,000
| – | – | 1.22% | 5 |
|
|
2022
Q4 | $1.25M | Hold |
16,000
| – | – | 1.11% | 4 |
|
|
2022
Q3 | $1.02M | Hold |
16,000
| – | – | 0.73% | 5 |
|
|
2022
Q2 | $1.13M | Hold |
16,000
| – | – | 0.75% | 5 |
|
|
2022
Q1 | $1.23M | Hold |
16,000
| – | – | 0.69% | 5 |
|
|
2021
Q4 | $1.39M | Hold |
16,000
| – | – | 0.74% | 5 |
|
|
2021
Q3 | $1.32M | Hold |
16,000
| – | – | 0.74% | 5 |
|
|
2021
Q2 | $1.31M | Hold |
16,000
| – | – | 0.75% | 5 |
|
|
2021
Q1 | $1.1M | Hold |
16,000
| – | – | 0.56% | 7 |
|
|
2020
Q4 | $1.08M | Hold |
16,000
| – | – | 0.54% | 7 |
|
|
2020
Q3 | $998K | Hold |
16,000
| – | – | 0.53% | 7 |
|
|
2020
Q2 | $910K | Buy |
+16,000
| New | +$910K | 0.5% | 7 |
|