Hexagon Capital Partners’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 Q2	–	Sell	-229	Closed	-$23.6K	–	1221
2025 Q1	$23.6K	Buy	229 +24	+12%	+$2.35K	﹤0.01%	699
2024 Q4	$19K	Buy	205 +7	+4%	+$702	﹤0.01%	802
2024 Q3	$20.6K	Buy	198 +9	+5%	+$857	﹤0.01%	705
2024 Q2	$18.2K	Sell	189 -3	-2%	-$289	﹤0.01%	712
2024 Q1	$19.1K	Sell	192 -56	-23%	-$5.18K	﹤0.01%	691
2023 Q4	$22.2K	Buy	248 +44	+22%	+$3.66K	0.01%	601
2023 Q3	$16.4K	Sell	204 -7	-3%	-$599	﹤0.01%	622
2023 Q2	$18.8K	Sell	211 -51	-19%	-$4.3K	0.01%	580
2023 Q1	$22.1K	Sell	262 -16	-6%	-$1.32K	0.01%	528
2022 Q4	$21.8K	Sell	278 -43	-13%	-$3.17K	0.01%	523
2022 Q3	$20K	Sell	321 -199	-38%	-$14.6K	0.01%	591
2022 Q2	$37K	Buy	520 +20	+4%	+$1.47K	0.01%	422
2022 Q1	$38K	Hold	500	–	–	0.01%	408
2021 Q4	$44K	Buy	500 +33	+7%	+$2.76K	0.01%	383
2021 Q3	$38K	Sell	467 -296	-39%	-$26K	0.01%	378
2021 Q2	$62K	Sell	763 -260	-25%	-$20K	0.02%	298
2021 Q1	$70K	Buy	1,023 +293	+40%	+$19.2K	0.02%	274
2020 Q4	$49K	Hold	730	–	–	0.01%	271
2020 Q3	$45K	Buy	+730	New	+$44.6K	0.01%	266