A detailed history of Meridian Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,104 shares of OTIS stock, worth $304,812. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,104
Holding current value
$304,812
% of portfolio
0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$91.2 - $100.78 $283,084 - $312,821
3,104 New
3,104 $298,000
Q4 2023

Feb 08, 2024

BUY
$75.47 - $90.67 $528 - $634
7 Added 0.22%
3,146 $281,000
Q3 2023

Oct 17, 2023

SELL
$79.29 - $90.96 $3,885 - $4,457
-49 Reduced 1.54%
3,139 $252,000
Q2 2023

Aug 02, 2023

BUY
$78.49 - $89.01 $78 - $89
1 Added 0.03%
3,188 $283,000
Q1 2023

May 12, 2023

SELL
$79.11 - $86.93 $5,933 - $6,519
-75 Reduced 2.3%
3,187 $268,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $5,129 - $6,476
80 Added 2.51%
3,262 $255,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $10,080 - $12,916
-158 Reduced 4.73%
3,182 $203,000
Q2 2022

Aug 05, 2022

BUY
$67.88 - $77.54 $29,663 - $33,884
437 Added 15.05%
3,340 $236,000
Q1 2022

May 12, 2022

SELL
$71.98 - $86.95 $6,118 - $7,390
-85 Reduced 2.84%
2,903 $223,000
Q4 2021

Jan 27, 2022

SELL
$79.72 - $87.07 $79 - $87
-1 Reduced 0.03%
2,988 $260,000
Q2 2021

Jul 22, 2021

BUY
$69.23 - $82.08 $69 - $82
1 Added 0.03%
2,989 $244,000
Q1 2021

May 07, 2021

SELL
$62.24 - $69.91 $30,124 - $33,836
-484 Reduced 13.94%
2,988 $205,000
Q4 2020

Jan 19, 2021

BUY
$58.99 - $67.55 $204,813 - $234,533
3,472 New
3,472 $234,000

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 Meridian Wealth Management, LLC Portfolio

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

News

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