Van Hulzen Asset Management’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 Q2	–	Sell	-2,000	Closed	-$206K	–	338
2025 Q1	$206K	Hold	2,000	–	–	0.02%	293
2024 Q4	$185K	Hold	2,000	–	–	0.01%	322
2024 Q3	$208K	Sell	2,000 -8,000	-80%	-$762K	0.02%	298
2024 Q2	$963K	Sell	10,000 -3,500	-26%	-$337K	0.06%	159
2024 Q1	$1.34M	Hold	13,500	–	–	0.09%	145
2023 Q4	$1.21M	Buy	13,500 +2,000	+17%	+$166K	0.09%	143
2023 Q3	$924K	Hold	11,500	–	–	0.07%	155
2023 Q2	$1.02M	Hold	11,500	–	–	0.09%	118
2023 Q1	$971K	Hold	11,500	–	–	0.09%	120
2022 Q4	$901K	Sell	11,500 -150	-1%	-$11.1K	0.1%	128
2022 Q3	$743K	Hold	11,650	–	–	0.09%	137
2022 Q2	$823K	Hold	11,650	–	–	0.1%	128
2022 Q1	$896K	Hold	11,650	–	–	0.1%	120
2021 Q4	$1.01M	Buy	+11,650	New	+$975K	0.11%	116