A detailed history of Perigon Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 17,005 shares of OTIS stock, worth $1.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,005
Previous 16,696 1.85%
Holding current value
$1.64 Million
Previous $1.74 Million 9.28%
% of portfolio
0.04%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$92.57 - $106.01 $28,604 - $32,757
309 Added 1.85%
17,005 $1.57 Million
Q3 2024

Oct 16, 2024

SELL
$91.43 - $104.43 $3,931 - $4,490
-43 Reduced 0.26%
16,696 $1.74 Million
Q2 2024

Aug 02, 2024

BUY
$91.2 - $100.78 $15,230 - $16,830
167 Added 1.01%
16,739 $1.61 Million
Q1 2024

Apr 29, 2024

BUY
$85.45 - $100.22 $14,526 - $17,037
170 Added 1.04%
16,572 $1.65 Million
Q4 2023

Jan 29, 2024

SELL
$75.47 - $90.67 $4,830 - $5,802
-64 Reduced 0.39%
16,402 $1.47 Million
Q3 2023

Oct 30, 2023

SELL
$79.29 - $90.96 $19,822 - $22,740
-250 Reduced 1.5%
16,466 $1.32 Million
Q2 2023

Aug 02, 2023

BUY
$78.49 - $89.01 $313,018 - $354,971
3,988 Added 31.33%
16,716 $1.49 Million
Q1 2023

May 03, 2023

BUY
$79.11 - $86.93 $9,176 - $10,083
116 Added 0.92%
12,728 $1.07 Million
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $197,553 - $249,437
-3,081 Reduced 19.63%
12,612 $987,000
Q3 2022

Dec 13, 2022

BUY
$63.8 - $81.75 $231,721 - $296,916
3,632 Added 30.11%
15,693 $1 Million
Q2 2022

Aug 11, 2022

BUY
$67.88 - $77.54 $17,716 - $20,237
261 Added 2.21%
12,061 $852,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $36,565 - $44,170
508 Added 4.5%
11,800 $908,000
Q4 2021

Feb 11, 2022

BUY
$79.72 - $87.07 $32,047 - $35,002
402 Added 3.69%
11,292 $983,000
Q3 2021

Nov 01, 2021

BUY
$82.0 - $92.37 $892,980 - $1.01 Million
10,890 New
10,890 $896,000
Q3 2021

Oct 25, 2021

SELL
$82.0 - $92.37 $887,732 - $999,997
-10,826 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$69.23 - $82.08 $2,353 - $2,790
-34 Reduced 0.31%
10,826 $885,000
Q1 2021

May 17, 2021

BUY
$62.24 - $69.91 $36,472 - $40,967
586 Added 5.7%
10,860 $743,000
Q4 2020

Jan 28, 2021

BUY
$58.99 - $67.55 $3,775 - $4,323
64 Added 0.63%
10,274 $694,000
Q3 2020

Nov 03, 2020

BUY
$55.78 - $65.34 $6,191 - $7,252
111 Added 1.1%
10,210 $637,000
Q2 2020

Jul 29, 2020

SELL
$44.0 - $61.26 $8,932 - $12,435
-203 Reduced 1.97%
10,099 $574,000
Q1 2020

Apr 17, 2020

BUY
$40.0 - $50.0 $412,080 - $515,100
10,302 New
10,302 $506,000
Q3 2011

Nov 14, 2022

BUY
N/A
3,632
15,693 $1 Million

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 $40.3B
  • 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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