A detailed history of 9258 Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,679 shares of OTIS stock, worth $263,077. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,679
Previous 2,679 -0.0%
Holding current value
$263,077
Previous $265,000 3.02%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$75.47 - $90.67 $4,301 - $5,168
-57 Reduced 2.08%
2,679 $239,000
Q2 2023

Aug 08, 2023

SELL
$78.49 - $89.01 $7,927 - $8,990
-101 Reduced 3.56%
2,736 $243,000
Q1 2023

May 03, 2023

SELL
$79.11 - $86.93 $949 - $1,043
-12 Reduced 0.42%
2,837 $239,000
Q4 2022

Feb 03, 2023

BUY
$64.12 - $80.96 $182,677 - $230,655
2,849 New
2,849 $223,000
Q2 2022

Aug 04, 2022

SELL
$67.88 - $77.54 $8,485 - $9,692
-125 Reduced 4.06%
2,956 $209,000
Q1 2022

May 13, 2022

SELL
$71.98 - $86.95 $1,511 - $1,825
-21 Reduced 0.68%
3,081 $237,000
Q4 2021

Feb 11, 2022

BUY
$79.72 - $87.07 $1,355 - $1,480
17 Added 0.55%
3,102 $270,000
Q3 2021

Nov 12, 2021

BUY
$82.0 - $92.37 $164 - $184
2 Added 0.06%
3,085 $254,000
Q2 2021

Aug 13, 2021

SELL
$69.23 - $82.08 $14,607 - $17,318
-211 Reduced 6.41%
3,083 $252,000
Q1 2021

May 11, 2021

SELL
$62.24 - $69.91 $8,589 - $9,647
-138 Reduced 4.02%
3,294 $225,000
Q4 2020

Feb 10, 2021

BUY
$58.99 - $67.55 $6,547 - $7,498
111 Added 3.34%
3,432 $232,000
Q3 2020

Nov 13, 2020

BUY
$55.78 - $65.34 $185,245 - $216,994
3,321 New
3,321 $203,000

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 $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...
More about OTIS
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