A detailed history of Defined Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,340 shares of OTIS stock, worth $327,988. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,340
Previous 3,343 0.09%
Holding current value
$327,988
Previous $321,000 8.1%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Oct 31, 2024

SELL
$91.43 - $104.43 $274 - $313
-3 Reduced 0.09%
3,340 $347,000
Q2 2024

Aug 05, 2024

BUY
$91.2 - $100.78 $547 - $604
6 Added 0.18%
3,343 $321,000
Q4 2023

Jan 09, 2024

BUY
$75.47 - $90.67 $1,660 - $1,994
22 Added 0.66%
3,337 $298,000
Q3 2023

Oct 24, 2023

BUY
$79.29 - $90.96 $237 - $272
3 Added 0.09%
3,315 $266,000
Q2 2023

Jul 28, 2023

BUY
$78.49 - $89.01 $156 - $178
2 Added 0.06%
3,312 $294,000
Q4 2020

Mar 09, 2021

BUY
$58.99 - $67.55 $195,256 - $223,590
3,310 New
3,310 $224,000

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 $40.9B
  • 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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