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 |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $185K | Hold |
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|
2024
Q3 | $208K | Sell |
|
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|
2024
Q2 | $963K | Sell |
|
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|
2024
Q1 | $1.34M | Hold |
|
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $924K | Hold |
|
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $971K | Hold |
|
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|
2022
Q4 | $901K | Sell |
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|
2022
Q3 | $743K | Hold |
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|
2022
Q2 | $823K | Hold |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $1.01M | Buy |
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