A detailed history of Concord Wealth Partners transactions in Otis Worldwide Corp stock. As of the latest transaction made, Concord Wealth Partners holds 250 shares of OTIS stock, worth $22,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 258 3.1%
Holding current value
$22,692
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$91.43 - $104.43 $731 - $835
-8 Reduced 3.1%
250 $25,000
Q2 2024

Jul 31, 2024

BUY
$91.2 - $100.78 $729 - $806
8 Added 3.2%
258 $24,000
Q1 2024

Apr 30, 2024

BUY
$85.45 - $100.22 $1,196 - $1,403
14 Added 5.93%
250 $24,000
Q1 2023

Apr 26, 2023

SELL
$79.11 - $86.93 $1,265 - $1,390
-16 Reduced 6.35%
236 $19,000
Q4 2022

Jan 27, 2023

BUY
$64.12 - $80.96 $16,158 - $20,401
252 New
252 $19,000
Q2 2022

Aug 04, 2022

SELL
$67.88 - $77.54 $1,221 - $1,395
-18 Reduced 1.11%
1,600 $113,000
Q1 2022

Apr 20, 2022

SELL
$71.98 - $86.95 $647 - $782
-9 Reduced 0.55%
1,618 $125,000
Q4 2021

Jan 21, 2022

BUY
$79.72 - $87.07 $122,370 - $133,652
1,535 Added 1668.48%
1,627 $142,000
Q3 2021

Nov 09, 2021

SELL
$82.0 - $92.37 $112,504 - $126,731
-1,372 Reduced 93.72%
92 $8,000
Q2 2021

Jul 29, 2021

SELL
$69.23 - $82.08 $4,638 - $5,499
-67 Reduced 4.38%
1,464 $120,000
Q1 2021

May 13, 2021

BUY
$62.24 - $69.91 $68,650 - $77,110
1,103 Added 257.71%
1,531 $105,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $25,247 - $28,911
428 New
428 $29,000

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 $37.8B
  • 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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