Stratos Wealth Partners, Ltd. Otis Worldwide Corp Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 7,417 shares of OTIS stock, worth $728,349. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,417

Previous 7,948 6.68%

Holding current value

$728,349

Previous $765,000 0.65%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$91.43 - $104.43 $48,549 - $55,452	-531 Reduced 6.68%	7,417 $770,000
Q2 2024 Jul 24, 2024	BUY	$91.2 - $100.78 $130,598 - $144,316	1,432 Added 21.98%	7,948 $765,000
Q1 2024 Apr 16, 2024	SELL	$85.45 - $100.22 $18,713 - $21,948	-219 Reduced 3.25%	6,516 $646,000
Q4 2023 Jan 24, 2024	SELL	$75.47 - $90.67 $1,811 - $2,176	-24 Reduced 0.36%	6,735 $602,000
Q3 2023 Oct 24, 2023	BUY	$79.29 - $90.96 $62,242 - $71,403	785 Added 13.14%	6,759 $542,000
Q2 2023 Jul 18, 2023	SELL	$78.49 - $89.01 $41,207 - $46,730	-525 Reduced 8.08%	5,974 $531,000
Q1 2023 Apr 27, 2023	SELL	$79.11 - $86.93 $19,540 - $21,471	-247 Reduced 3.66%	6,499 $548,000
Q4 2022 Jan 19, 2023	BUY	$64.12 - $80.96 $13,529 - $17,082	211 Added 3.23%	6,746 $0
Q3 2022 Oct 24, 2022	SELL	$63.8 - $81.75 $12,249 - $15,696	-192 Reduced 2.85%	6,535 $417,000
Q2 2022 Jul 22, 2022	SELL	$67.88 - $77.54 $19,074 - $21,788	-281 Reduced 4.01%	6,727 $475,000
Q1 2022 Apr 26, 2022	SELL	$71.98 - $86.95 $61,614 - $74,429	-856 Reduced 10.89%	7,008 $539,000
Q4 2021 Jan 14, 2022	BUY	$79.72 - $87.07 $7,892 - $8,619	99 Added 1.27%	7,864 $685,000
Q3 2021 Oct 19, 2021	BUY	$82.0 - $92.37 $22,222 - $25,032	271 Added 3.62%	7,765 $639,000
Q2 2021 Jul 19, 2021	SELL	$69.23 - $82.08 $50,399 - $59,754	-728 Reduced 8.85%	7,494 $613,000
Q1 2021 Apr 27, 2021	SELL	$62.24 - $69.91 $82,032 - $92,141	-1,318 Reduced 13.82%	8,222 $563,000
Q4 2020 Jan 29, 2021	SELL	$58.99 - $67.55 $33,093 - $37,895	-561 Reduced 5.55%	9,540 $644,000
Q3 2020 Oct 29, 2020	SELL	$55.78 - $65.34 $101,519 - $118,918	-1,820 Reduced 15.27%	10,101 $631,000
Q2 2020 Jul 28, 2020	BUY	$44.0 - $61.26 $524,524 - $730,280	11,921 New	11,921 $678,000

Others Institutions Holding OTIS

# of Institutions

1,305

Shares Held

356M

Call Options Held

1.3M

Put Options Held

437K

View Full List

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...

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Stratos Wealth Partners, Ltd. Otis Worldwide Corp Transaction History