A detailed history of Cyndeo Wealth Partners, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,838 shares of OTIS stock, worth $289,390. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,838
Previous 2,543 11.6%
Holding current value
$289,390
Previous $244,000 20.49%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$91.43 - $104.43 $26,971 - $30,806
295 Added 11.6%
2,838 $294,000
Q2 2024

Jul 30, 2024

SELL
$91.2 - $100.78 $1,732 - $1,914
-19 Reduced 0.74%
2,543 $244,000
Q1 2024

Apr 16, 2024

SELL
$85.45 - $100.22 $427 - $501
-5 Reduced 0.19%
2,562 $254,000
Q4 2023

Jan 12, 2024

BUY
$75.47 - $90.67 $2,037 - $2,448
27 Added 1.06%
2,567 $229,000
Q3 2023

Oct 10, 2023

SELL
$79.29 - $90.96 $1,585 - $1,819
-20 Reduced 0.78%
2,540 $203,000
Q2 2023

Jul 27, 2023

SELL
$78.49 - $89.01 $4,787 - $5,429
-61 Reduced 2.33%
2,560 $227,000
Q1 2023

Apr 21, 2023

SELL
$79.11 - $86.93 $5,458 - $5,998
-69 Reduced 2.57%
2,621 $221,000
Q4 2022

Jan 25, 2023

BUY
$64.12 - $80.96 $172,482 - $217,782
2,690 New
2,690 $0

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $42.5B
  • 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...
More about OTIS
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