Aptus Capital Advisors’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 | $520K | Buy |
5,255
+155
| +3% | +$15.3K | ﹤0.01% | 655 |
|
|
2025
Q1 | $526K | Buy |
5,100
+129
| +3% | +$13.3K | 0.01% | 622 |
|
|
2024
Q4 | $460K | Buy |
4,971
+326
| +7% | +$30.2K | ﹤0.01% | 646 |
|
|
2024
Q3 | $483K | Buy |
4,645
+1,073
| +30% | +$112K | 0.01% | 545 |
|
|
2024
Q2 | $344K | Buy |
3,572
+269
| +8% | +$25.9K | 0.01% | 582 |
|
|
2024
Q1 | $328K | Buy |
3,303
+563
| +21% | +$55.9K | 0.01% | 603 |
|
|
2023
Q4 | $245K | Sell |
2,740
-609
| -18% | -$54.5K | 0.01% | 499 |
|
|
2023
Q3 | $269K | Buy |
+3,349
| New | +$269K | 0.01% | 494 |
|
|
2022
Q4 | – | Sell |
-46,195
| Closed | -$2.95M | – | 830 |
|
|
2022
Q3 | $2.95M | Sell |
46,195
-18,691
| -29% | -$1.19M | 0.07% | 154 |
|
|
2022
Q2 | $4.59M | Sell |
64,886
-322
| -0.5% | -$22.8K | 0.12% | 101 |
|
|
2022
Q1 | $5.02M | Buy |
65,208
+9,558
| +17% | +$736K | 0.12% | 94 |
|
|
2021
Q4 | $4.85M | Buy |
55,650
+8,209
| +17% | +$715K | 0.15% | 88 |
|
|
2021
Q3 | $3.9M | Buy |
47,441
+4,717
| +11% | +$388K | 0.1% | 90 |
|
|
2021
Q2 | $3.49M | Buy |
42,724
+3,707
| +10% | +$303K | 0.1% | 84 |
|
|
2021
Q1 | $2.67M | Sell |
39,017
-4
| -0% | -$274 | 0.1% | 90 |
|
|
2020
Q4 | $2.64M | Buy |
39,021
+5,332
| +16% | +$360K | 0.12% | 84 |
|
|
2020
Q3 | $2.1M | Sell |
33,689
-8,651
| -20% | -$540K | 0.11% | 90 |
|
|
2020
Q2 | $2.41M | Buy |
+42,340
| New | +$2.41M | 0.15% | 79 |
|