Shelter Insurance Retirement Plan’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Hold |
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|
2025
Q2 | $1.58M | Hold |
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|
2025
Q1 | $1.65M | Hold |
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|
2024
Q4 | $1.48M | Hold |
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|
2024
Q3 | $1.62M | Hold |
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|
2024
Q2 | $1.54M | Hold |
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|
2024
Q1 | $1.59M | Hold |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.28M | Hold |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.39M | Hold |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $998K | Hold |
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|
2020
Q2 | $910K | Buy |
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