A detailed history of Ever Source Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,834 shares of OTIS stock, worth $286,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,834
Previous 2,488 13.91%
Holding current value
$286,800
Previous $239,000 23.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

BUY
$91.43 - $104.43 $31,634 - $36,132
346 Added 13.91%
2,834 $294,000
Q2 2024

Aug 13, 2024

SELL
$91.2 - $100.78 $4,560 - $5,039
-50 Reduced 1.97%
2,488 $239,000
Q1 2024

Jun 11, 2024

SELL
$85.45 - $100.22 $5,554 - $6,514
-65 Reduced 2.5%
2,538 $251,000
Q4 2023

Feb 09, 2024

BUY
$75.47 - $90.67 $37,206 - $44,700
493 Added 23.36%
2,603 $232,000
Q3 2023

Nov 03, 2023

SELL
$79.29 - $90.96 $237 - $272
-3 Reduced 0.14%
2,110 $169,000
Q2 2023

Aug 04, 2023

SELL
$78.49 - $89.01 $627 - $712
-8 Reduced 0.38%
2,113 $188,000
Q1 2023

May 11, 2023

BUY
$79.11 - $86.93 $1,186 - $1,303
15 Added 0.71%
2,121 $179,000
Q4 2022

Feb 09, 2023

BUY
$64.12 - $80.96 $5,129 - $6,476
80 Added 3.95%
2,106 $164,000
Q3 2022

Nov 07, 2022

BUY
$63.8 - $81.75 $20,288 - $25,996
318 Added 18.62%
2,026 $130,000
Q2 2022

Aug 01, 2022

BUY
$67.88 - $77.54 $19,549 - $22,331
288 Added 20.28%
1,708 $120,000
Q1 2022

May 25, 2022

SELL
$71.98 - $86.95 $8,565 - $10,347
-119 Reduced 7.73%
1,420 $109,000
Q4 2021

Feb 07, 2022

BUY
$79.72 - $87.07 $122,689 - $134,000
1,539 New
1,539 $134,000

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 $42.2B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.