A detailed history of Sound View Wealth Advisors Group, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,938 shares of OTIS stock, worth $403,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,938
Previous 3,852 2.23%
Holding current value
$403,487
Previous $370,000 10.54%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$91.43 - $104.43 $7,862 - $8,980
86 Added 2.23%
3,938 $409,000
Q2 2024

Aug 05, 2024

BUY
$91.2 - $100.78 $6,931 - $7,659
76 Added 2.01%
3,852 $370,000
Q1 2024

May 09, 2024

SELL
$85.45 - $100.22 $18,371 - $21,547
-215 Reduced 5.39%
3,776 $374,000
Q4 2023

Feb 08, 2024

BUY
$75.47 - $90.67 $4,754 - $5,712
63 Added 1.6%
3,991 $357,000
Q3 2023

Nov 07, 2023

BUY
$79.29 - $90.96 $2,537 - $2,910
32 Added 0.82%
3,928 $315,000
Q2 2023

Aug 08, 2023

SELL
$78.49 - $89.01 $32,808 - $37,206
-418 Reduced 9.69%
3,896 $346,000
Q1 2023

May 12, 2023

BUY
$79.11 - $86.93 $33,779 - $37,119
427 Added 10.99%
4,314 $364,000
Q4 2022

Feb 08, 2023

SELL
$64.12 - $80.96 $2,500 - $3,157
-39 Reduced 0.99%
3,887 $304,000
Q3 2022

Nov 08, 2022

SELL
$63.8 - $81.75 $1,020 - $1,308
-16 Reduced 0.41%
3,926 $251,000
Q2 2022

Aug 05, 2022

BUY
$67.88 - $77.54 $2,172 - $2,481
32 Added 0.82%
3,942 $279,000
Q1 2022

May 11, 2022

SELL
$71.98 - $86.95 $3,599 - $4,347
-50 Reduced 1.26%
3,910 $301,000
Q4 2021

Jan 20, 2022

BUY
$79.72 - $87.07 $3,427 - $3,744
43 Added 1.1%
3,960 $345,000
Q3 2021

Oct 21, 2021

SELL
$82.0 - $92.37 $21,320 - $24,016
-260 Reduced 6.22%
3,917 $322,000
Q2 2021

Jul 21, 2021

SELL
$69.23 - $82.08 $36,691 - $43,502
-530 Reduced 11.26%
4,177 $342,000
Q1 2021

Apr 28, 2021

BUY
$62.24 - $69.91 $26,327 - $29,571
423 Added 9.87%
4,707 $322,000
Q4 2020

Feb 02, 2021

SELL
$58.99 - $67.55 $10,382 - $11,888
-176 Reduced 3.95%
4,284 $289,000
Q3 2020

Nov 09, 2020

SELL
$55.78 - $65.34 $43,229 - $50,638
-775 Reduced 14.8%
4,460 $278,000
Q2 2020

Aug 07, 2020

BUY
$44.0 - $61.26 $230,340 - $320,696
5,235 New
5,235 $298,000

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 $42.7B
  • 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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