A detailed history of Optimum Investment Advisors transactions in Otis Worldwide Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 2,262 shares of OTIS stock, worth $222,128. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,262
Previous 2,325 2.71%
Holding current value
$222,128
Previous $223,000 5.38%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 16, 2024

SELL
$91.43 - $104.43 $5,760 - $6,579
-63 Reduced 2.71%
2,262 $235,000
Q4 2023

Jan 08, 2024

SELL
$75.47 - $90.67 $35,848 - $43,068
-475 Reduced 16.96%
2,325 $208,000
Q2 2023

Aug 03, 2023

BUY
$78.49 - $89.01 $37,282 - $42,279
475 Added 20.43%
2,800 $249,000
Q1 2022

Apr 08, 2022

SELL
$71.98 - $86.95 $7,845 - $9,477
-109 Reduced 4.48%
2,325 $179,000
Q3 2021

Oct 22, 2021

SELL
$82.0 - $92.37 $10,250 - $11,546
-125 Reduced 4.88%
2,434 $200,000
Q2 2021

Aug 02, 2021

SELL
$69.23 - $82.08 $19,661 - $23,310
-284 Reduced 9.99%
2,559 $209,000
Q1 2021

Apr 15, 2021

SELL
$62.24 - $69.91 $9,336 - $10,486
-150 Reduced 5.01%
2,843 $195,000
Q4 2020

Jan 21, 2021

SELL
$58.99 - $67.55 $72,262 - $82,748
-1,225 Reduced 29.04%
2,993 $202,000
Q3 2020

Oct 06, 2020

SELL
$55.78 - $65.34 $17,682 - $20,712
-317 Reduced 6.99%
4,218 $263,000
Q2 2020

Jul 16, 2020

BUY
$44.0 - $61.26 $199,540 - $277,814
4,535 New
4,535 $258,000

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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