A detailed history of Ep Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,407 shares of OTIS stock, worth $656,461. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,407
Previous 5,979 7.16%
Holding current value
$656,461
Previous $575,000 15.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$91.43 - $104.43 $39,132 - $44,696
428 Added 7.16%
6,407 $665,000
Q2 2024

Aug 19, 2024

BUY
$91.2 - $100.78 $136,982 - $151,371
1,502 Added 33.55%
5,979 $575,000
Q1 2024

May 14, 2024

BUY
$85.45 - $100.22 $4,272 - $5,011
50 Added 1.13%
4,477 $444,000
Q4 2023

Feb 28, 2024

BUY
$75.47 - $90.67 $15,697 - $18,859
208 Added 4.93%
4,427 $396,000
Q3 2023

Nov 22, 2023

SELL
$79.29 - $90.96 $539,409 - $618,800
-6,803 Reduced 61.72%
4,219 $338,000
Q2 2023

Aug 14, 2023

BUY
$78.49 - $89.01 $772,812 - $876,392
9,846 Added 837.24%
11,022 $981,000
Q1 2023

Jun 05, 2023

BUY
$79.11 - $86.93 $93,033 - $102,229
1,176 New
1,176 $99,000
Q4 2022

Jun 12, 2023

BUY
$64.12 - $80.96 $105,477 - $133,179
1,645 Added 139.88%
2,821 $220,000

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 $42.7B
  • 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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