Hexagon Capital Partners’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 | – | Sell |
-229
| Closed | -$23.6K | – | 1221 |
|
2025
Q1 | $23.6K | Buy |
229
+24
| +12% | +$2.48K | ﹤0.01% | 699 |
|
2024
Q4 | $19K | Buy |
205
+7
| +4% | +$648 | ﹤0.01% | 802 |
|
2024
Q3 | $20.6K | Buy |
198
+9
| +5% | +$935 | ﹤0.01% | 705 |
|
2024
Q2 | $18.2K | Sell |
189
-3
| -2% | -$289 | ﹤0.01% | 712 |
|
2024
Q1 | $19.1K | Sell |
192
-56
| -23% | -$5.56K | ﹤0.01% | 691 |
|
2023
Q4 | $22.2K | Buy |
248
+44
| +22% | +$3.94K | 0.01% | 601 |
|
2023
Q3 | $16.4K | Sell |
204
-7
| -3% | -$562 | ﹤0.01% | 622 |
|
2023
Q2 | $18.8K | Sell |
211
-51
| -19% | -$4.54K | 0.01% | 580 |
|
2023
Q1 | $22.1K | Sell |
262
-16
| -6% | -$1.35K | 0.01% | 528 |
|
2022
Q4 | $21.8K | Sell |
278
-43
| -13% | -$3.37K | 0.01% | 523 |
|
2022
Q3 | $20K | Sell |
321
-199
| -38% | -$12.4K | 0.01% | 589 |
|
2022
Q2 | $37K | Buy |
520
+20
| +4% | +$1.42K | 0.01% | 421 |
|
2022
Q1 | $38K | Hold |
500
| – | – | 0.01% | 407 |
|
2021
Q4 | $44K | Buy |
500
+33
| +7% | +$2.9K | 0.01% | 381 |
|
2021
Q3 | $38K | Sell |
467
-296
| -39% | -$24.1K | 0.01% | 375 |
|
2021
Q2 | $62K | Sell |
763
-260
| -25% | -$21.1K | 0.02% | 294 |
|
2021
Q1 | $70K | Buy |
1,023
+293
| +40% | +$20K | 0.02% | 274 |
|
2020
Q4 | $49K | Hold |
730
| – | – | 0.01% | 271 |
|
2020
Q3 | $45K | Buy |
+730
| New | +$45K | 0.01% | 266 |
|