A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 117 shares of OTIS stock, worth $11,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117
Previous 96 21.88%
Holding current value
$11,489
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 18, 2024

BUY
$91.43 - $104.43 $1,920 - $2,193
21 Added 21.88%
117 $12,000
Q2 2024

Jul 26, 2024

SELL
$91.2 - $100.78 $11,035 - $12,194
-121 Reduced 55.76%
96 $11,000
Q1 2024

Jul 26, 2024

BUY
$85.45 - $100.22 $1,538 - $1,803
18 Added 9.05%
217 $22,000
Q1 2024

May 03, 2024

SELL
$85.45 - $100.22 $1,538 - $1,803
-18 Reduced 8.29%
199 $22,000
Q4 2023

Feb 02, 2024

BUY
$75.47 - $90.67 $7,622 - $9,157
101 Added 87.07%
217 $19,000
Q2 2023

Aug 04, 2023

BUY
$78.49 - $89.01 $78 - $89
1 Added 0.87%
116 $10,000
Q4 2022

Jan 30, 2023

BUY
$64.12 - $80.96 $64 - $80
1 Added 0.88%
115 $9,000
Q3 2022

Oct 31, 2022

BUY
$63.8 - $81.75 $7,273 - $9,319
114 New
114 $7,000
Q2 2022

Aug 11, 2022

SELL
$67.88 - $77.54 $10,453 - $11,941
-154 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$71.98 - $86.95 $71 - $86
-1 Reduced 0.65%
154 $11,000
Q4 2021

Jan 19, 2022

BUY
$79.72 - $87.07 $159 - $174
2 Added 1.31%
155 $14,000
Q1 2021

Apr 21, 2021

BUY
$62.24 - $69.91 $62 - $69
1 Added 0.66%
153 $10,000
Q4 2020

Jan 29, 2021

BUY
$58.99 - $67.55 $8,966 - $10,267
152 New
152 $10,000

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
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