A detailed history of Evermay Wealth Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 872 shares of OTIS stock, worth $91,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
872
Previous 872 -0.0%
Holding current value
$91,185
Previous $86,000 3.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2024

BUY
$85.45 - $100.22 $3,930 - $4,610
46 Added 5.57%
872 $86,000
Q4 2023

Feb 09, 2024

BUY
$75.47 - $90.67 $301 - $362
4 Added 0.49%
826 $73,000
Q2 2023

Aug 10, 2023

SELL
$78.49 - $89.01 $78 - $89
-1 Reduced 0.12%
822 $73,000
Q4 2022

Jan 19, 2023

SELL
$64.12 - $80.96 $28,854 - $36,432
-450 Reduced 35.35%
823 $0
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $21,953 - $26,519
305 Added 31.51%
1,273 $98,000
Q2 2021

Aug 13, 2021

BUY
$69.23 - $82.08 $67,014 - $79,453
968 New
968 $79,000

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 $43.6B
  • 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 Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.