Shelter Mutual Insurance’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
$2.85M Hold
2025
Q2
$3.09M Hold
2025
Q1
$3.22M Hold
2024
Q4
$2.89M Hold
2024
Q3
$3.15M Hold
2024
Q2
$3M Hold
2024
Q1
$3.1M Hold
2023
Q4
$2.79M Hold
2023
Q3
$2.51M Hold
2023
Q2
$2.78M Hold
2023
Q1
$2.63M Hold
2022
Q4
$2.44M Hold
2022
Q3
$1.99M Hold
2022
Q2
$2.21M Hold
2022
Q1
$2.4M Hold
2021
Q4
$2.72M Hold
2021
Q3
$2.57M Hold
2021
Q2
$2.55M Hold
2021
Q1
$2.14M Hold
2020
Q4
$2.11M Hold
2020
Q3
$1.95M Hold
2020
Q2
$1.77M Buy