A detailed history of Carolinas Wealth Consulting LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 729 shares of OTIS stock, worth $69,947. This represents 0.01% of its overall portfolio holdings.

Number of Shares
729
Previous 3,970 81.64%
Holding current value
$69,947
Previous $355,000 79.72%
% of portfolio
0.01%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$85.45 - $100.22 $276,943 - $324,813
-3,241 Reduced 81.64%
729 $72,000
Q2 2023

Aug 14, 2023

SELL
$78.49 - $89.01 $470 - $534
-6 Reduced 0.15%
3,970 $353,000
Q2 2022

Aug 16, 2022

BUY
$67.88 - $77.54 $222,510 - $254,176
3,278 Added 469.63%
3,976 $53,000
Q4 2021

Feb 14, 2022

SELL
$79.72 - $87.07 $1,036 - $1,131
-13 Reduced 1.83%
698 $61,000
Q3 2021

Nov 15, 2021

BUY
$82.0 - $92.37 $1,066 - $1,200
13 Added 1.86%
711 $58,000
Q2 2021

Aug 17, 2021

SELL
$69.23 - $82.08 $25,338 - $30,041
-366 Reduced 34.4%
698 $57,000
Q1 2021

May 17, 2021

SELL
$62.24 - $69.91 $186 - $209
-3 Reduced 0.28%
1,064 $73,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $38,638 - $44,245
655 Added 158.98%
1,067 $72,000
Q3 2020

Nov 12, 2020

SELL
$55.78 - $65.34 $2,733 - $3,201
-49 Reduced 10.63%
412 $26,000
Q2 2020

Aug 13, 2020

BUY
$44.0 - $61.26 $20,284 - $28,240
461 New
461 $26,000

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 $40B
  • 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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.