A detailed history of Ima Wealth, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ima Wealth, Inc. holds 9,406 shares of OTIS stock, worth $923,669. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,406
Previous 9,406 -0.0%
Holding current value
$923,669
Previous $905,000 -0.0%
% of portfolio
0.41%
Previous 0.21%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $40.9B
  • 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 Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. 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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.