A detailed history of Hb Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 15,518 shares of OTIS stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,518
Previous 10,488 47.96%
Holding current value
$1.5 Million
Previous $1.01 Million 59.76%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$91.43 - $104.43 $459,892 - $525,282
5,030 Added 47.96%
15,518 $1.61 Million
Q2 2024

Jul 26, 2024

BUY
$91.2 - $100.78 $317,284 - $350,613
3,479 Added 49.64%
10,488 $1.01 Million
Q1 2024

Apr 30, 2024

SELL
$85.45 - $100.22 $50,671 - $59,430
-593 Reduced 7.8%
7,009 $695,000
Q4 2023

Jan 16, 2024

SELL
$75.47 - $90.67 $53,130 - $63,831
-704 Reduced 8.48%
7,602 $680,000
Q3 2023

Oct 13, 2023

BUY
$79.29 - $90.96 $133,524 - $153,176
1,684 Added 25.43%
8,306 $667,000
Q2 2023

Jul 13, 2023

SELL
$78.49 - $89.01 $1,098 - $1,246
-14 Reduced 0.21%
6,622 $589,000
Q1 2023

Apr 13, 2023

BUY
$79.11 - $86.93 $36,627 - $40,248
463 Added 7.5%
6,636 $560,000
Q4 2022

Jan 20, 2023

BUY
$64.12 - $80.96 $44,371 - $56,024
692 Added 12.63%
6,173 $0
Q3 2022

Oct 19, 2022

BUY
$63.8 - $81.75 $23,350 - $29,920
366 Added 7.16%
5,481 $350,000
Q2 2022

Jul 15, 2022

BUY
$67.88 - $77.54 $25,794 - $29,465
380 Added 8.03%
5,115 $361,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $340,825 - $411,708
4,735 New
4,735 $364,000

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 $40.1B
  • 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 Hb Wealth Management, LLC Portfolio

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

News

Stay updated on Hb Wealth Management, LLC with notifications on news.