Rockbridge Investment Management, Lcc Otis Worldwide Corp Transaction History

Rockbridge Investment Management, Lcc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$75.47 - $90.67 $271,314 - $325,958	-3,595 Reduced 80.79%	855 $76.5 Million
Q3 2022 May 28, 2024	SELL	$63.8 - $81.75 $34,260 - $43,899	-537 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$67.88 - $77.54 $267,379 - $305,430	-3,939 Reduced 88.0%	537 $37,000
Q1 2022 May 28, 2024	BUY	$71.98 - $86.95 $322,182 - $389,188	4,476 New	4,476 $344,000
Q4 2021 Feb 14, 2022	BUY	$79.72 - $87.07 $310,031 - $338,615	3,889 Added 693.23%	4,450 $387,000
Q3 2021 Nov 12, 2021	BUY	$82.0 - $92.37 $820 - $923	10 Added 1.81%	561 $46,000
Q2 2021 Aug 05, 2021	BUY	$69.23 - $82.08 $21,807 - $25,855	315 Added 133.47%	551 $45,000
Q3 2020 Nov 03, 2020	SELL	$55.78 - $65.34 $24,152 - $28,292	-433 Reduced 64.72%	236 $15,000
Q2 2020 Aug 20, 2020	BUY	$44.0 - $61.26 $29,436 - $40,982	669 New	669 $38,000

1,305

356M

1.3M

437K

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $40.9B
Description
Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...

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