Aptus Capital Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Sell |
3,274
-2,282
| -41% | -$200K | ﹤0.01% | 932 |
|
|
2025
Q4 | $485K | Buy |
5,556
+70
| +1% | +$6.26K | ﹤0.01% | 740 |
|
|
2025
Q3 | $502K | Buy |
5,486
+231
| +4% | +$21K | ﹤0.01% | 699 |
|
|
2025
Q2 | $520K | Buy |
5,255
+155
| +3% | +$15K | ﹤0.01% | 665 |
|
|
2025
Q1 | $526K | Buy |
5,100
+129
| +3% | +$12.6K | 0.01% | 627 |
|
|
2024
Q4 | $460K | Buy |
4,971
+326
| +7% | +$32.7K | ﹤0.01% | 654 |
|
|
2024
Q3 | $483K | Buy |
4,645
+1,073
| +30% | +$102K | 0.01% | 546 |
|
|
2024
Q2 | $344K | Buy |
3,572
+269
| +8% | +$25.9K | 0.01% | 585 |
|
|
2024
Q1 | $328K | Buy |
3,303
+563
| +21% | +$52K | 0.01% | 610 |
|
|
2023
Q4 | $245K | Sell |
2,740
-609
| -18% | -$50.6K | 0.01% | 501 |
|
|
2023
Q3 | $269K | Buy |
+3,349
| New | +$286K | 0.01% | 497 |
|
|
2022
Q4 | – | Sell |
-46,195
| Closed | -$2.95M | – | 833 |
|
|
2022
Q3 | $2.95M | Sell |
46,195
-18,691
| -29% | -$1.37M | 0.07% | 158 |
|
|
2022
Q2 | $4.58M | Sell |
64,886
-322
| -0.5% | -$23.7K | 0.12% | 108 |
|
|
2022
Q1 | $5.02M | Buy |
65,208
+9,558
| +17% | +$764K | 0.12% | 102 |
|
|
2021
Q4 | $4.85M | Buy |
55,650
+8,209
| +17% | +$687K | 0.15% | 96 |
|
|
2021
Q3 | $3.9M | Buy |
47,441
+4,717
| +11% | +$415K | 0.1% | 109 |
|
|
2021
Q2 | $3.49M | Buy |
42,724
+3,707
| +10% | +$285K | 0.1% | 103 |
|
|
2021
Q1 | $2.67M | Sell |
39,017
-4
| -0% | -$261 | 0.1% | 110 |
|
|
2020
Q4 | $2.64M | Buy |
39,021
+5,332
| +16% | +$346K | 0.12% | 103 |
|
|
2020
Q3 | $2.1M | Sell |
33,689
-8,651
| -20% | -$529K | 0.11% | 111 |
|
|
2020
Q2 | $2.41M | Buy |
+42,340
| New | +$2.19M | 0.15% | 95 |
|
Other funds holding OTIS
VCM
VPM
