Wesleyan Assurance Society’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 | $3.77M | Hold |
38,100
| – | – | 0.24% | 74 |
|
|
2025
Q1 | $3.93M | Sell |
38,100
-8,000
| -17% | -$826K | 0.29% | 72 |
|
|
2024
Q4 | $4.27M | Sell |
46,100
-2,000
| -4% | -$185K | 0.33% | 67 |
|
|
2024
Q3 | $5M | Hold |
48,100
| – | – | 0.4% | 62 |
|
|
2024
Q2 | $4.63M | Hold |
48,100
| – | – | 0.4% | 61 |
|
|
2024
Q1 | $4.77M | Hold |
48,100
| – | – | 0.42% | 61 |
|
|
2023
Q4 | $4.31M | Hold |
48,100
| – | – | 0.43% | 63 |
|
|
2023
Q3 | $3.86M | Hold |
48,100
| – | – | 0.43% | 60 |
|
|
2023
Q2 | $4.28M | Hold |
48,100
| – | – | 0.46% | 59 |
|
|
2023
Q1 | $4.06M | Hold |
48,100
| – | – | 0.47% | 62 |
|
|
2022
Q4 | $3.77M | Hold |
48,100
| – | – | 0.46% | 62 |
|
|
2022
Q3 | $3.07M | Hold |
48,100
| – | – | 0.47% | 63 |
|
|
2022
Q2 | $3.4M | Hold |
48,100
| – | – | 0.49% | 63 |
|
|
2022
Q1 | $3.7M | Hold |
48,100
| – | – | 0.45% | 67 |
|
|
2021
Q4 | $4.19M | Hold |
48,100
| – | – | 0.5% | 61 |
|
|
2021
Q3 | $3.96M | Hold |
48,100
| – | – | 0.51% | 60 |
|
|
2021
Q2 | $3.93M | Sell |
48,100
-2,650
| -5% | -$217K | 0.49% | 65 |
|
|
2021
Q1 | $3.47M | Hold |
50,750
| – | – | 0.46% | 67 |
|
|
2020
Q4 | $3.43M | Hold |
50,750
| – | – | 0.49% | 63 |
|
|
2020
Q3 | $3.16M | Hold |
50,750
| – | – | 0.52% | 58 |
|
|
2020
Q2 | $2.88M | Buy |
+50,750
| New | +$2.88M | 0.51% | 59 |
|