Shelter Mutual Insurance’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 | $3.09M | Hold |
31,200
| – | – | 0.72% | 43 |
|
|
2025
Q1 | $3.22M | Hold |
31,200
| – | – | 0.78% | 43 |
|
|
2024
Q4 | $2.89M | Hold |
31,200
| – | – | 0.72% | 44 |
|
|
2024
Q3 | $3.15M | Hold |
31,200
| – | – | 0.75% | 42 |
|
|
2024
Q2 | $3M | Hold |
31,200
| – | – | 0.78% | 40 |
|
|
2024
Q1 | $3.1M | Hold |
31,200
| – | – | 0.8% | 40 |
|
|
2023
Q4 | $2.79M | Hold |
31,200
| – | – | 0.77% | 41 |
|
|
2023
Q3 | $2.51M | Hold |
31,200
| – | – | 0.7% | 44 |
|
|
2023
Q2 | $2.78M | Hold |
31,200
| – | – | 0.67% | 46 |
|
|
2023
Q1 | $2.63M | Hold |
31,200
| – | – | 0.73% | 40 |
|
|
2022
Q4 | $2.44M | Hold |
31,200
| – | – | 0.7% | 40 |
|
|
2022
Q3 | $1.99M | Hold |
31,200
| – | – | 0.64% | 41 |
|
|
2022
Q2 | $2.21M | Hold |
31,200
| – | – | 0.67% | 41 |
|
|
2022
Q1 | $2.4M | Hold |
31,200
| – | – | 0.63% | 43 |
|
|
2021
Q4 | $2.72M | Hold |
31,200
| – | – | 0.7% | 40 |
|
|
2021
Q3 | $2.57M | Hold |
31,200
| – | – | 0.72% | 42 |
|
|
2021
Q2 | $2.55M | Hold |
31,200
| – | – | 0.71% | 41 |
|
|
2021
Q1 | $2.14M | Hold |
31,200
| – | – | 0.6% | 47 |
|
|
2020
Q4 | $2.11M | Hold |
31,200
| – | – | 0.66% | 42 |
|
|
2020
Q3 | $1.95M | Hold |
31,200
| – | – | 0.67% | 40 |
|
|
2020
Q2 | $1.77M | Buy |
+31,200
| New | +$1.77M | 0.66% | 42 |
|