A detailed history of Connecticut Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 101,271 shares of OTIS stock, worth $9.81 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
101,271
Previous 107,402 5.71%
Holding current value
$9.81 Million
Previous $9.61 Million 4.62%
% of portfolio
0.54%
Previous 0.55%

Shares

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

May 01, 2024

SELL
$85.45 - $100.22 $523,893 - $614,448
-6,131 Reduced 5.71%
101,271 $10.1 Million
Q4 2023

Feb 06, 2024

BUY
$75.47 - $90.67 $2,490 - $2,992
33 Added 0.03%
107,402 $9.61 Million
Q3 2023

Oct 19, 2023

BUY
$79.29 - $90.96 $14,747 - $16,918
186 Added 0.17%
107,369 $8.62 Million
Q2 2023

Jul 25, 2023

SELL
$78.49 - $89.01 $21,663 - $24,566
-276 Reduced 0.26%
107,183 $9.54 Million
Q1 2023

Apr 18, 2023

SELL
$79.11 - $86.93 $16.3 Million - $17.9 Million
-205,671 Reduced 65.68%
107,459 $9.07 Million
Q4 2022

Jan 17, 2023

SELL
$64.12 - $80.96 $8.71 Million - $11 Million
-135,790 Reduced 30.25%
313,130 $0
Q3 2022

Nov 02, 2022

SELL
$63.8 - $81.75 $765 - $981
-12 Reduced -0.0%
448,920 $28.6 Million
Q2 2022

Jul 12, 2022

BUY
$67.88 - $77.54 $52,199 - $59,628
769 Added 0.17%
448,932 $31.7 Million
Q1 2022

Apr 18, 2022

BUY
$71.98 - $86.95 $9.79 Million - $11.8 Million
135,990 Added 43.56%
448,163 $34.5 Million
Q4 2021

Jan 24, 2022

SELL
$79.72 - $87.07 $37,149 - $40,574
-466 Reduced 0.15%
312,173 $27.2 Million
Q3 2021

Nov 02, 2021

SELL
$82.0 - $92.37 $26,404 - $29,743
-322 Reduced 0.1%
312,639 $25.7 Million
Q2 2021

Jul 29, 2021

SELL
$69.23 - $82.08 $52,684 - $62,462
-761 Reduced 0.24%
312,961 $25.6 Million
Q1 2021

May 12, 2021

BUY
$62.24 - $69.91 $19.5 Million - $21.9 Million
313,722 New
313,722 $21.5 Million
Q1 2021

Apr 29, 2021

SELL
$62.24 - $69.91 $19.7 Million - $22.1 Million
-316,417 Closed
0 $0
Q4 2020

Jan 29, 2021

SELL
$58.99 - $67.55 $158,624 - $181,641
-2,689 Reduced 0.84%
316,417 $21.4 Million
Q3 2020

Oct 13, 2020

SELL
$55.78 - $65.34 $30,902 - $36,198
-554 Reduced 0.17%
319,106 $19.9 Million
Q2 2020

Jul 14, 2020

BUY
$44.0 - $61.26 $14.1 Million - $19.6 Million
319,660 New
319,660 $18.2 Million

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 $40.4B
  • 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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