A detailed history of Bergan Kdv Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 344 shares of OTIS stock, worth $34,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
344
Previous 490 29.8%
Holding current value
$34,812
Previous $41,000 26.83%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$78.49 - $89.01 $11,459 - $12,995
-146 Reduced 29.8%
344 $30,000
Q1 2023

Apr 27, 2023

BUY
$79.11 - $86.93 $4,271 - $4,694
54 Added 12.39%
490 $41,000
Q4 2022

Jan 31, 2023

BUY
$64.12 - $80.96 $256 - $323
4 Added 0.93%
436 $34,000
Q3 2022

Oct 24, 2022

SELL
$63.8 - $81.75 $7,911 - $10,137
-124 Reduced 22.3%
432 $28,000
Q2 2022

Jul 13, 2022

BUY
$67.88 - $77.54 $15,476 - $17,679
228 Added 69.51%
556 $39,000
Q1 2022

May 09, 2022

SELL
$71.98 - $86.95 $17,995 - $21,737
-250 Reduced 43.25%
328 $25,000
Q3 2021

Nov 12, 2021

BUY
$82.0 - $92.37 $20,500 - $23,092
250 Added 76.22%
578 $48,000
Q4 2020

Feb 04, 2021

BUY
$58.99 - $67.55 $58 - $67
1 Added 0.31%
328 $22,000
Q3 2020

Nov 05, 2020

SELL
$55.78 - $65.34 $9,036 - $10,585
-162 Reduced 33.13%
327 $20,000
Q2 2020

Aug 13, 2020

BUY
$44.0 - $61.26 $21,516 - $29,956
489 New
489 $28,000

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 $42.2B
  • 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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