Ima Wealth, Inc. Otis Worldwide Corp Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ima Wealth, Inc. holds 9,570 shares of OTIS stock, worth $968,484. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,570

Previous 9,406 1.74%

Holding current value

$968,484

Previous $905,000 9.83%

% of portfolio

0.22%

Previous 0.41%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$91.43 - $104.43 $14,994 - $17,126	164 Added 1.74%	9,570 $994,000
Q2 2024 Jul 25, 2024	SELL	$91.2 - $100.78 $10,944 - $12,093	-120 Reduced 1.26%	9,406 $905,000
Q1 2024 Apr 24, 2024	SELL	$85.45 - $100.22 $24,695 - $28,963	-289 Reduced 2.94%	9,526 $945,000
Q4 2023 Feb 05, 2024	SELL	$75.47 - $90.67 $74,488 - $89,491	-987 Reduced 9.14%	9,815 $878,000
Q3 2023 Nov 28, 2023	SELL	$79.29 - $90.96 $25,927 - $29,743	-327 Reduced 2.94%	10,802 $867,000
Q2 2023 Aug 15, 2023	BUY	$78.49 - $89.01 $12,244 - $13,885	156 Added 1.42%	11,129 $990,000
Q1 2023 May 15, 2023	SELL	$79.11 - $86.93 $2,294 - $2,520	-29 Reduced 0.26%	10,973 $926,000
Q4 2022 Feb 15, 2023	BUY	$64.12 - $80.96 $36,484 - $46,066	569 Added 5.45%	11,002 $861,000
Q3 2022 Nov 15, 2022	SELL	$63.8 - $81.75 $8,357 - $10,709	-131 Reduced 1.24%	10,433 $666,000
Q2 2022 Aug 18, 2022	BUY	$67.88 - $77.54 $11,268 - $12,871	166 Added 1.6%	10,564 $747,000
Q1 2022 Jun 13, 2022	SELL	$71.98 - $86.95 $8,997 - $10,868	-125 Reduced 1.19%	10,398 $800,000
Q4 2021 Feb 14, 2022	SELL	$79.72 - $87.07 $14,907 - $16,282	-187 Reduced 1.75%	10,523 $916,000
Q3 2021 Nov 03, 2021	SELL	$82.0 - $92.37 $8,856 - $9,975	-108 Reduced 1.0%	10,710 $881,000
Q2 2021 Aug 13, 2021	SELL	$69.23 - $82.08 $6,438 - $7,633	-93 Reduced 0.85%	10,818 $885,000
Q1 2021 May 13, 2021	BUY	$62.24 - $69.91 $67,343 - $75,642	1,082 Added 11.01%	10,911 $747,000
Q4 2020 Feb 08, 2021	SELL	$58.99 - $67.55 $54,270 - $62,146	-920 Reduced 8.56%	9,829 $664,000
Q3 2020 Nov 16, 2020	SELL	$55.78 - $65.34 $2,119 - $2,482	-38 Reduced 0.35%	10,749 $671,000
Q2 2020 Aug 13, 2020	BUY	$44.0 - $61.26 $474,628 - $660,811	10,787 New	10,787 $613,000

Others Institutions Holding OTIS

# of Institutions

1,322

Shares Held

356M

Call Options Held

1.52M

Put Options Held

818K

View Full List

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

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