A detailed history of Sheets Smith Wealth Management transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 56,362 shares of OTIS stock, worth $5.62 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
56,362
Previous 56,362 -0.0%
Holding current value
$5.62 Million
Previous $5.43 Million 7.98%
% of portfolio
0.73%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$91.2 - $100.78 $336,072 - $371,374
-3,685 Reduced 6.14%
56,362 $5.43 Million
Q1 2024

May 08, 2024

BUY
$85.45 - $100.22 $256,350 - $300,660
3,000 Added 5.26%
60,047 $5.96 Million
Q3 2023

Oct 23, 2023

BUY
$79.29 - $90.96 $60,656 - $69,584
765 Added 1.36%
57,047 $4.58 Million
Q1 2023

May 26, 2023

BUY
$79.11 - $86.93 $4.45 Million - $4.89 Million
56,198 Added 66902.38%
56,282 $4.75 Million
Q1 2023

May 12, 2023

SELL
$79.11 - $86.93 $4.45 Million - $4.89 Million
-56,241 Reduced 99.85%
84 $7,000
Q4 2022

Mar 08, 2023

SELL
$64.12 - $80.96 $64,312 - $81,202
-1,003 Reduced 1.75%
56,325 $4.41 Million
Q2 2022

Jul 27, 2022

BUY
$67.88 - $77.54 $67,880 - $77,540
1,000 Added 1.78%
57,328 $4.05 Million
Q1 2022

May 02, 2022

SELL
$71.98 - $86.95 $71,980 - $86,950
-1,000 Reduced 1.74%
56,328 $4.33 Million
Q2 2021

Aug 03, 2021

SELL
$69.23 - $82.08 $10,799 - $12,804
-156 Reduced 0.27%
57,328 $4.69 Million
Q1 2021

Apr 23, 2021

BUY
$62.24 - $69.91 $12,510 - $14,051
201 Added 0.35%
57,484 $3.94 Million
Q4 2020

Jan 13, 2021

BUY
$58.99 - $67.55 $15,691 - $17,968
266 Added 0.47%
57,283 $3.87 Million
Q3 2020

Oct 26, 2020

BUY
$55.78 - $65.34 $590,431 - $691,623
10,585 Added 22.8%
57,017 $3.56 Million
Q2 2020

Jul 17, 2020

BUY
$44.0 - $61.26 $2.04 Million - $2.84 Million
46,432 New
46,432 $2.64 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 $41.5B
  • 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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