A detailed history of Jfs Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 519 shares of OTIS stock, worth $47,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
519
Previous 708 26.69%
Holding current value
$47,810
Previous $68,000 22.06%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 25, 2024

SELL
$91.43 - $104.43 $17,280 - $19,737
-189 Reduced 26.69%
519 $53,000
Q2 2024

Jul 15, 2024

SELL
$91.2 - $100.78 $20,611 - $22,776
-226 Reduced 24.2%
708 $68,000
Q1 2024

Apr 30, 2024

BUY
$85.45 - $100.22 $4,785 - $5,612
56 Added 6.38%
934 $92,000
Q4 2023

Feb 07, 2024

BUY
$75.47 - $90.67 $17,131 - $20,582
227 Added 34.87%
878 $78,000
Q3 2023

Nov 02, 2023

SELL
$79.29 - $90.96 $237 - $272
-3 Reduced 0.46%
651 $52,000
Q2 2023

Aug 07, 2023

SELL
$78.49 - $89.01 $1,334 - $1,513
-17 Reduced 2.53%
654 $58,000
Q1 2023

Apr 19, 2023

BUY
$79.11 - $86.93 $1,898 - $2,086
24 Added 3.71%
671 $56,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $31,482 - $39,751
491 Added 314.74%
647 $50,000
Q3 2022

Oct 21, 2022

SELL
$63.8 - $81.75 $21,500 - $27,549
-337 Reduced 68.36%
156 $10,000
Q2 2022

Aug 02, 2022

SELL
$67.88 - $77.54 $5,701 - $6,513
-84 Reduced 14.56%
493 $35,000
Q1 2022

May 02, 2022

SELL
$71.98 - $86.95 $1,367 - $1,652
-19 Reduced 3.19%
577 $44,000
Q4 2021

Feb 03, 2022

BUY
$79.72 - $87.07 $2,790 - $3,047
35 Added 6.24%
596 $52,000
Q3 2021

Nov 09, 2021

BUY
$82.0 - $92.37 $5,904 - $6,650
72 Added 14.72%
561 $46,000
Q2 2021

Aug 04, 2021

BUY
$69.23 - $82.08 $10,246 - $12,147
148 Added 43.4%
489 $40,000
Q1 2021

Apr 28, 2021

SELL
$62.24 - $69.91 $17,925 - $20,134
-288 Reduced 45.79%
341 $23,000
Q4 2020

Feb 01, 2021

SELL
$58.99 - $67.55 $13,744 - $15,739
-233 Reduced 27.03%
629 $42,000
Q3 2020

Oct 28, 2020

SELL
$55.78 - $65.34 $2,231 - $2,613
-40 Reduced 4.43%
862 $54,000
Q2 2020

Aug 05, 2020

BUY
$44.0 - $61.26 $39,688 - $55,256
902 New
902 $51,000

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 $38.4B
  • 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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