A detailed history of Valeo Financial Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,716 shares of OTIS stock, worth $463,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,716
Previous 4,732 0.34%
Holding current value
$463,111
Previous $455,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

SELL
$91.43 - $104.43 $1,462 - $1,670
-16 Reduced 0.34%
4,716 $490,000
Q2 2024

Jul 10, 2024

SELL
$91.2 - $100.78 $8,664 - $9,574
-95 Reduced 1.97%
4,732 $455,000
Q1 2024

Apr 25, 2024

BUY
$85.45 - $100.22 $854 - $1,002
10 Added 0.21%
4,827 $479,000
Q1 2024

Apr 19, 2024

SELL
$85.45 - $100.22 $5,383 - $6,313
-63 Reduced 1.29%
4,817 $478,000
Q4 2023

Jan 29, 2024

BUY
$75.47 - $90.67 $37,433 - $44,972
496 Added 11.31%
4,880 $436,000
Q3 2023

Oct 19, 2023

SELL
$79.29 - $90.96 $27,989 - $32,108
-353 Reduced 7.45%
4,384 $352,000
Q2 2023

Jul 14, 2023

BUY
$78.49 - $89.01 $24,724 - $28,038
315 Added 7.12%
4,737 $421,000
Q4 2022

Feb 09, 2023

BUY
$64.12 - $80.96 $58,413 - $73,754
911 Added 25.95%
4,422 $346,000
Q3 2022

Oct 31, 2022

SELL
$63.8 - $81.75 $765 - $981
-12 Reduced 0.34%
3,511 $224,000
Q2 2022

Aug 03, 2022

SELL
$67.88 - $77.54 $7,534 - $8,606
-111 Reduced 3.05%
3,523 $249,000
Q1 2022

Apr 28, 2022

SELL
$71.98 - $86.95 $2,951 - $3,564
-41 Reduced 1.12%
3,634 $280,000
Q4 2021

Jan 07, 2022

SELL
$79.72 - $87.07 $58,036 - $63,386
-728 Reduced 16.53%
3,675 $320,000
Q3 2021

Nov 02, 2021

SELL
$82.0 - $92.37 $6,314 - $7,112
-77 Reduced 1.72%
4,403 $362,000
Q2 2021

Jul 22, 2021

SELL
$69.23 - $82.08 $14,815 - $17,565
-214 Reduced 4.56%
4,480 $366,000
Q1 2021

Apr 12, 2021

SELL
$62.24 - $69.91 $57,883 - $65,016
-930 Reduced 16.54%
4,694 $321,000
Q4 2020

Feb 11, 2021

SELL
$58.99 - $67.55 $21,000 - $24,047
-356 Reduced 5.95%
5,624 $380,000
Q3 2020

Oct 28, 2020

SELL
$55.78 - $65.34 $104,308 - $122,185
-1,870 Reduced 23.82%
5,980 $373,000
Q2 2020

Jul 20, 2020

SELL
$44.0 - $61.26 $354,684 - $493,816
-8,061 Reduced 50.66%
7,850 $446,000
Q1 2020

Apr 13, 2020

BUY
$40.0 - $50.0 $636,440 - $795,550
15,911 New
15,911 $780,000

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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