A detailed history of Baystate Wealth Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 964 shares of OTIS stock, worth $95,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares
964
Previous 826 16.71%
Holding current value
$95,860
Previous $66,000 30.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2024

BUY
$75.47 - $90.67 $10,414 - $12,512
138 Added 16.71%
964 $86,000
Q3 2023

Oct 25, 2023

BUY
$79.29 - $90.96 $11,893 - $13,643
150 Added 22.19%
826 $66,000
Q2 2023

Sep 21, 2023

SELL
$78.49 - $89.01 $225,187 - $255,369
-2,869 Reduced 80.93%
676 $60,000
Q2 2023

Aug 02, 2023

BUY
$78.49 - $89.01 $227,150 - $257,594
2,894 Added 444.55%
3,545 $315,000
Q1 2023

Apr 25, 2023

SELL
$79.11 - $86.93 $949 - $1,043
-12 Reduced 1.81%
651 $54,000
Q4 2022

Jan 12, 2023

BUY
$64.12 - $80.96 $4,488 - $5,667
70 Added 11.8%
663 $52,000
Q3 2022

Nov 10, 2022

SELL
$63.8 - $81.75 $28,965 - $37,114
-454 Reduced 43.36%
593 $38,000
Q2 2022

Aug 02, 2022

BUY
$67.88 - $77.54 $5,430 - $6,203
80 Added 8.27%
1,047 $74,000
Q1 2022

Apr 19, 2022

BUY
$71.98 - $86.95 $71 - $86
1 Added 0.1%
967 $74,000
Q4 2021

Jan 21, 2022

SELL
$79.72 - $87.07 $398 - $435
-5 Reduced 0.51%
966 $84,000
Q3 2021

Nov 05, 2021

BUY
$82.0 - $92.37 $82 - $92
1 Added 0.1%
971 $80,000
Q2 2021

Jul 26, 2021

SELL
$69.23 - $82.08 $899 - $1,067
-13 Reduced 1.32%
970 $79,000
Q1 2021

Apr 21, 2021

BUY
$62.24 - $69.91 $23,464 - $26,356
377 Added 62.21%
983 $67,000
Q4 2020

Jan 15, 2021

SELL
$58.99 - $67.55 $30,143 - $34,518
-511 Reduced 45.75%
606 $41,000
Q3 2020

Oct 14, 2020

BUY
$55.78 - $65.34 $9,315 - $10,911
167 Added 17.58%
1,117 $70,000
Q2 2020

Jul 28, 2020

BUY
$44.0 - $61.26 $41,800 - $58,197
950 New
950 $54,000

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 $41.4B
  • 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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