A detailed history of Forvis Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 14,632 shares of OTIS stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,632
Previous 15,826 7.54%
Holding current value
$1.41 Million
Previous $1.52 Million 0.2%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$91.43 - $104.43 $109,167 - $124,689
-1,194 Reduced 7.54%
14,632 $1.52 Million
Q2 2024

Aug 09, 2024

SELL
$91.2 - $100.78 $200,640 - $221,716
-2,200 Reduced 12.2%
15,826 $1.52 Million
Q1 2024

Apr 19, 2024

BUY
$85.45 - $100.22 $750,165 - $879,831
8,779 Added 94.94%
18,026 $1.79 Million
Q4 2023

Jan 11, 2024

SELL
$75.47 - $90.67 $22,263 - $26,747
-295 Reduced 3.09%
9,247 $827,000
Q3 2023

Oct 25, 2023

SELL
$79.29 - $90.96 $79,527 - $91,232
-1,003 Reduced 9.51%
9,542 $766,000
Q2 2023

Aug 08, 2023

BUY
$78.49 - $89.01 $317,727 - $360,312
4,048 Added 62.31%
10,545 $938,000
Q1 2023

Apr 26, 2023

SELL
$79.11 - $86.93 $46,833 - $51,462
-592 Reduced 8.35%
6,497 $548,000
Q3 2022

Oct 13, 2022

SELL
$63.8 - $81.75 $13,142 - $16,840
-206 Reduced 2.82%
7,089 $453,000
Q2 2022

Jul 22, 2022

BUY
$67.88 - $77.54 $170,378 - $194,625
2,510 Added 52.46%
7,295 $515,000
Q1 2022

May 10, 2022

SELL
$71.98 - $86.95 $3,455 - $4,173
-48 Reduced 0.99%
4,785 $368,000
Q4 2021

Jan 14, 2022

SELL
$79.72 - $87.07 $28,220 - $30,822
-354 Reduced 6.82%
4,833 $421,000
Q3 2021

Oct 14, 2021

BUY
$82.0 - $92.37 $425,334 - $479,123
5,187 New
5,187 $427,000
Q4 2020

Jan 22, 2021

SELL
$58.99 - $67.55 $213,543 - $244,531
-3,620 Closed
0 $0
Q3 2020

Nov 05, 2020

SELL
$55.78 - $65.34 $78,259 - $91,672
-1,403 Reduced 27.93%
3,620 $226,000
Q2 2020

Jul 15, 2020

BUY
$44.0 - $61.26 $221,012 - $307,708
5,023 New
5,023 $286,000

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 $40.3B
  • 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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