Apollon Wealth 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 | $1.16M | Buy |
11,697
+3,783
| +48% | +$375K | 0.02% | 513 |
|
|
2025
Q1 | $817K | Sell |
7,914
-362
| -4% | -$37.4K | 0.02% | 572 |
|
|
2024
Q4 | $766K | Buy |
8,276
+1,706
| +26% | +$158K | 0.02% | 605 |
|
|
2024
Q3 | $683K | Sell |
6,570
-959
| -13% | -$99.7K | 0.02% | 604 |
|
|
2024
Q2 | $725K | Sell |
7,529
-453
| -6% | -$43.6K | 0.02% | 563 |
|
|
2024
Q1 | $792K | Buy |
7,982
+3,139
| +65% | +$312K | 0.02% | 538 |
|
|
2023
Q4 | $433K | Buy |
4,843
+475
| +11% | +$42.5K | 0.02% | 705 |
|
|
2023
Q3 | $351K | Sell |
4,368
-206
| -5% | -$16.5K | 0.02% | 651 |
|
|
2023
Q2 | $407K | Sell |
4,574
-671
| -13% | -$59.7K | 0.02% | 660 |
|
|
2023
Q1 | $443K | Buy |
5,245
+109
| +2% | +$9.2K | 0.03% | 570 |
|
|
2022
Q4 | $402K | Buy |
5,136
+1,797
| +54% | +$141K | 0.03% | 578 |
|
|
2022
Q3 | $213K | Buy |
3,339
+465
| +16% | +$29.7K | 0.02% | 710 |
|
|
2022
Q2 | $203K | Sell |
2,874
-327
| -10% | -$23.1K | 0.02% | 681 |
|
|
2022
Q1 | $246K | Buy |
+3,201
| New | +$246K | 0.02% | 644 |
|
|
2020
Q3 | – | Sell |
-98
| Closed | -$6K | – | 528 |
|
|
2020
Q2 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 544 |
|