Van Hulzen Asset Management’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 | – | Sell |
-2,000
| Closed | -$206K | – | 337 |
|
|
2025
Q1 | $206K | Hold |
2,000
| – | – | 0.02% | 293 |
|
|
2024
Q4 | $185K | Hold |
2,000
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $208K | Sell |
2,000
-8,000
| -80% | -$832K | 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% | +$179K | 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% | -$11.8K | 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 | +$1.01M | 0.11% | 116 |
|