A detailed history of Sugarloaf Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 235 shares of OTIS stock, worth $23,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
235
Previous 235 -0.0%
Holding current value
$23,077
Previous $22,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 08, 2024

SELL
$91.2 - $100.78 $14,865 - $16,427
-163 Reduced 40.95%
235 $22,000
Q1 2024

Apr 23, 2024

SELL
$85.45 - $100.22 $939 - $1,102
-11 Reduced 2.69%
398 $39,000
Q4 2023

Jan 10, 2024

SELL
$75.47 - $90.67 $11,924 - $14,325
-158 Reduced 27.87%
409 $36,000
Q3 2023

Nov 13, 2023

BUY
$79.29 - $90.96 $79 - $90
1 Added 0.18%
567 $45,000
Q2 2023

Jul 13, 2023

SELL
$78.49 - $89.01 $1,805 - $2,047
-23 Reduced 3.9%
566 $50,000
Q1 2023

Apr 26, 2023

SELL
$79.11 - $86.93 $237 - $260
-3 Reduced 0.51%
589 $49,000
Q3 2022

Oct 11, 2022

BUY
$63.8 - $81.75 $63 - $81
1 Added 0.17%
592 $38,000
Q2 2022

Jul 12, 2022

BUY
$67.88 - $77.54 $67 - $77
1 Added 0.17%
591 $42,000
Q3 2021

Oct 20, 2021

BUY
$82.0 - $92.37 $82 - $92
1 Added 0.17%
590 $48,000
Q2 2021

Jul 20, 2021

BUY
$69.23 - $82.08 $69 - $82
1 Added 0.17%
589 $48,000
Q1 2021

Apr 19, 2021

SELL
$62.24 - $69.91 $1,493 - $1,677
-24 Reduced 3.92%
588 $40,000
Q4 2020

Feb 03, 2021

BUY
$58.99 - $67.55 $58 - $67
1 Added 0.16%
612 $41,000
Q2 2020

Jul 21, 2020

BUY
$44.0 - $61.26 $26,884 - $37,429
611 New
611 $35,000

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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