Aquatic Capital 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 | $8.34M | Buy |
84,217
+68,777
| +445% | +$6.81M | 0.17% | 159 |
|
|
2025
Q1 | $1.59M | Sell |
15,440
-25,045
| -62% | -$2.58M | 0.04% | 471 |
|
|
2024
Q4 | $3.75M | Buy |
+40,485
| New | +$3.75M | 0.1% | 252 |
|
|
2024
Q1 | – | Sell |
-36,400
| Closed | -$3.26M | – | 1531 |
|
|
2023
Q4 | $3.26M | Buy |
36,400
+21,700
| +148% | +$1.94M | 0.08% | 235 |
|
|
2023
Q3 | $1.18M | Buy |
+14,700
| New | +$1.18M | 0.05% | 302 |
|