A detailed history of Sea Crest Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,002 shares of OTIS stock, worth $196,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,152 6.97%
Holding current value
$196,596
Previous $207,000 0.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024

SELL
$91.43 - $104.43 $13,714 - $15,664
-150 Reduced 6.97%
2,002 $208,000
Q2 2024

Jul 19, 2024

BUY
$91.2 - $100.78 $5,107 - $5,643
56 Added 2.67%
2,152 $207,000
Q1 2024

Apr 18, 2024

SELL
$85.45 - $100.22 $203,114 - $238,222
-2,377 Reduced 53.14%
2,096 $208,000
Q4 2023

Jan 18, 2024

SELL
$75.47 - $90.67 $23,923 - $28,742
-317 Reduced 6.62%
4,473 $400,000
Q3 2023

Oct 12, 2023

BUY
$79.29 - $90.96 $3,964 - $4,548
50 Added 1.05%
4,790 $384,000
Q2 2023

Jul 14, 2023

BUY
$78.49 - $89.01 $863 - $979
11 Added 0.23%
4,740 $421,000
Q1 2023

May 11, 2023

BUY
$79.11 - $86.93 $1,028 - $1,130
13 Added 0.28%
4,729 $399,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $6,219 - $7,853
-97 Reduced 2.02%
4,716 $369,000
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $7,209 - $9,237
113 Added 2.4%
4,813 $307,000
Q2 2022

Aug 09, 2022

BUY
$67.88 - $77.54 $5,973 - $6,823
88 Added 1.91%
4,700 $332,000
Q1 2022

May 16, 2022

SELL
$71.98 - $86.95 $14,180 - $17,129
-197 Reduced 4.1%
4,612 $355,000
Q4 2021

Feb 11, 2022

SELL
$79.72 - $87.07 $3,188 - $3,482
-40 Reduced 0.82%
4,809 $419,000
Q3 2021

Nov 16, 2021

SELL
$82.0 - $92.37 $7,216 - $8,128
-88 Reduced 1.78%
4,849 $399,000
Q2 2021

Aug 12, 2021

BUY
$69.23 - $82.08 $17,515 - $20,766
253 Added 5.4%
4,937 $404,000
Q1 2021

May 17, 2021

BUY
$62.24 - $69.91 $26,949 - $30,271
433 Added 10.19%
4,684 $321,000
Q4 2020

Feb 09, 2021

SELL
$58.99 - $67.55 $17,579 - $20,129
-298 Reduced 6.55%
4,251 $287,000
Q3 2020

Nov 12, 2020

SELL
$55.78 - $65.34 $39,213 - $45,934
-703 Reduced 13.39%
4,549 $284,000
Q2 2020

Jul 27, 2020

BUY
$44.0 - $61.26 $231,088 - $321,737
5,252 New
5,252 $299,000

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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