A detailed history of Ae Wealth Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,974 shares of OTIS stock, worth $201,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,974
Previous 2,948 33.04%
Holding current value
$201,288
Previous $283,000 27.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $89,052 - $101,714
-974 Reduced 33.04%
1,974 $205,000
Q2 2024

Aug 12, 2024

BUY
$91.2 - $100.78 $268,857 - $297,099
2,948 New
2,948 $283,000
Q4 2023

Feb 14, 2024

SELL
$75.47 - $90.67 $261,956 - $314,715
-3,471 Reduced 31.33%
7,607 $680,000
Q3 2023

Oct 11, 2023

BUY
$79.29 - $90.96 $117,032 - $134,256
1,476 Added 15.37%
11,078 $889,000
Q2 2023

Jul 10, 2023

BUY
$78.49 - $89.01 $17,267 - $19,582
220 Added 2.34%
9,602 $854,000
Q1 2023

Apr 14, 2023

BUY
$79.11 - $86.93 $48,336 - $53,114
611 Added 6.97%
9,382 $791,000
Q4 2022

Jan 31, 2023

SELL
$64.12 - $80.96 $5,770 - $7,286
-90 Reduced 1.02%
8,771 $686,000
Q3 2022

Oct 25, 2022

BUY
$63.8 - $81.75 $17,226 - $22,072
270 Added 3.14%
8,861 $565,000
Q2 2022

Aug 03, 2022

SELL
$67.88 - $77.54 $13,983 - $15,973
-206 Reduced 2.34%
8,591 $607,000
Q1 2022

Apr 18, 2022

BUY
$71.98 - $86.95 $73,275 - $88,515
1,018 Added 13.09%
8,797 $677,000
Q4 2021

Jan 20, 2022

SELL
$79.72 - $87.07 $169,006 - $184,588
-2,120 Reduced 21.42%
7,779 $677,000
Q3 2021

Nov 01, 2021

SELL
$82.0 - $92.37 $8,856 - $9,975
-108 Reduced 1.08%
9,899 $814,000
Q2 2021

Jul 21, 2021

SELL
$69.23 - $82.08 $303,296 - $359,592
-4,381 Reduced 30.45%
10,007 $818,000
Q1 2021

Apr 27, 2021

BUY
$62.24 - $69.91 $291,220 - $327,108
4,679 Added 48.19%
14,388 $985,000
Q4 2020

Feb 01, 2021

SELL
$58.99 - $67.55 $22,239 - $25,466
-377 Reduced 3.74%
9,709 $656,000
Q3 2020

Nov 06, 2020

SELL
$55.78 - $65.34 $38,320 - $44,888
-687 Reduced 6.38%
10,086 $630,000
Q2 2020

Aug 05, 2020

BUY
$44.0 - $61.26 $474,012 - $659,953
10,773 New
10,773 $613,000

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 $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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