A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 2,367 shares of OTIS stock, worth $239,540. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,367
Previous 2,604 9.1%
Holding current value
$239,540
Previous $250,000 1.6%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 24, 2024

SELL
$91.43 - $104.43 $21,668 - $24,749
-237 Reduced 9.1%
2,367 $246,000
Q2 2024

Jul 26, 2024

BUY
$91.2 - $100.78 $5,654 - $6,248
62 Added 2.44%
2,604 $250,000
Q1 2024

Apr 30, 2024

SELL
$85.45 - $100.22 $85 - $100
-1 Reduced 0.04%
2,542 $252,000
Q4 2023

Jan 19, 2024

SELL
$75.47 - $90.67 $11,169 - $13,419
-148 Reduced 5.5%
2,543 $227,000
Q3 2023

Oct 19, 2023

SELL
$79.29 - $90.96 $1,030 - $1,182
-13 Reduced 0.48%
2,691 $216,000
Q2 2023

Jul 17, 2023

BUY
$78.49 - $89.01 $549 - $623
7 Added 0.26%
2,704 $240,000
Q1 2023

Apr 20, 2023

SELL
$79.11 - $86.93 $6,882 - $7,562
-87 Reduced 3.13%
2,697 $227,000
Q4 2022

Jan 17, 2023

BUY
$64.12 - $80.96 $178,510 - $225,392
2,784 New
2,784 $0
Q2 2022

Jul 29, 2022

SELL
$67.88 - $77.54 $12,082 - $13,802
-178 Reduced 5.75%
2,917 $206,000
Q1 2022

May 11, 2022

SELL
$71.98 - $86.95 $16,699 - $20,172
-232 Reduced 6.97%
3,095 $238,000
Q4 2021

Jan 10, 2022

BUY
$79.72 - $87.07 $79 - $87
1 Added 0.03%
3,327 $290,000
Q3 2021

Nov 24, 2021

SELL
$82.0 - $92.37 $14,924 - $16,811
-182 Reduced 5.19%
3,326 $274,000
Q2 2021

Jul 30, 2021

SELL
$69.23 - $82.08 $2,492 - $2,954
-36 Reduced 1.02%
3,508 $287,000
Q1 2021

Apr 29, 2021

SELL
$62.24 - $69.91 $8,838 - $9,927
-142 Reduced 3.85%
3,544 $243,000
Q4 2020

Jan 15, 2021

BUY
$58.99 - $67.55 $10,264 - $11,753
174 Added 4.95%
3,686 $249,000
Q3 2020

Oct 21, 2020

BUY
$55.78 - $65.34 $167 - $196
3 Added 0.09%
3,512 $219,000
Q2 2020

Jul 10, 2020

BUY
$44.0 - $61.26 $154,396 - $214,961
3,509 New
3,509 $180,000

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 $42.2B
  • 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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