A detailed history of Monterey Private Wealth, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,175 shares of OTIS stock, worth $390,613. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,175
Previous 4,943 15.54%
Holding current value
$390,613
Previous $475,000 8.84%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Oct 03, 2024

SELL
$91.43 - $104.43 $70,218 - $80,202
-768 Reduced 15.54%
4,175 $433,000
Q1 2024

Apr 09, 2024

BUY
$85.45 - $100.22 $683 - $801
8 Added 0.16%
4,943 $490,000
Q4 2023

Jan 12, 2024

SELL
$75.47 - $90.67 $3,094 - $3,717
-41 Reduced 0.82%
4,935 $441,000
Q3 2023

Oct 10, 2023

SELL
$79.29 - $90.96 $13,162 - $15,099
-166 Reduced 3.23%
4,976 $399,000
Q2 2023

Jul 11, 2023

SELL
$78.49 - $89.01 $40,893 - $46,374
-521 Reduced 9.2%
5,142 $457,000
Q1 2023

Apr 06, 2023

SELL
$79.11 - $86.93 $12,499 - $13,734
-158 Reduced 2.71%
5,663 $477,000
Q4 2022

Jan 20, 2023

BUY
$64.12 - $80.96 $1,731 - $2,185
27 Added 0.47%
5,821 $0
Q2 2022

Jul 13, 2022

BUY
$67.88 - $77.54 $67 - $77
1 Added 0.02%
5,794 $409,000
Q1 2022

Apr 08, 2022

BUY
$71.98 - $86.95 $84,288 - $101,818
1,171 Added 25.34%
5,793 $450,000
Q4 2021

Jan 18, 2022

BUY
$79.72 - $87.07 $3,029 - $3,308
38 Added 0.83%
4,622 $402,000
Q2 2021

Aug 30, 2021

BUY
$69.23 - $82.08 $18,830 - $22,325
272 Added 6.31%
4,584 $375,000
Q1 2021

Apr 28, 2021

SELL
$62.24 - $69.91 $11,576 - $13,003
-186 Reduced 4.14%
4,312 $329,000
Q4 2020

Feb 16, 2021

BUY
$58.99 - $67.55 $58 - $67
1 Added 0.02%
4,498 $304,000
Q2 2020

Feb 24, 2021

BUY
$44.0 - $61.26 $197,868 - $275,486
4,497 New
4,497 $256,000

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 $39B
  • 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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