Apollon Wealth 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
Q3 | $866K | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $725K | Sell |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $246K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Buy |
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