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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $4.58M | Sell |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.85M | Buy |
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|
2021
Q3 | $3.9M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $2.67M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.41M | Buy |
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