A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 5,306 shares of OTIS stock, worth $543,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,306
Previous 5,366 1.12%
Holding current value
$543,652
Previous $480,000 9.58%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$85.45 - $100.22 $5,127 - $6,013
-60 Reduced 1.12%
5,306 $526,000
Q3 2023

Nov 06, 2023

SELL
$79.29 - $90.96 $37,900 - $43,478
-478 Reduced 8.18%
5,366 $430,000
Q2 2023

Aug 08, 2023

BUY
$78.49 - $89.01 $19,857 - $22,519
253 Added 4.53%
5,844 $520,000
Q1 2023

May 05, 2023

SELL
$79.11 - $86.93 $33,305 - $36,597
-421 Reduced 7.0%
5,591 $471,000
Q4 2022

Feb 14, 2023

BUY
$64.12 - $80.96 $24,109 - $30,440
376 Added 6.67%
6,012 $470,000
Q3 2022

Oct 31, 2022

SELL
$63.8 - $81.75 $13,015 - $16,677
-204 Reduced 3.49%
5,636 $360,000
Q2 2022

Aug 03, 2022

BUY
$67.88 - $77.54 $9,367 - $10,700
138 Added 2.42%
5,840 $413,000
Q1 2022

May 05, 2022

BUY
$71.98 - $86.95 $39,085 - $47,213
543 Added 10.53%
5,702 $418,000
Q2 2021

Aug 04, 2021

BUY
$69.23 - $82.08 $692 - $820
10 Added 0.19%
5,159 $422,000
Q1 2021

May 11, 2021

BUY
$62.24 - $69.91 $43,007 - $48,307
691 Added 15.5%
5,149 $352,000
Q4 2020

Feb 12, 2021

SELL
$58.99 - $67.55 $1,297 - $1,486
-22 Reduced 0.49%
4,458 $301,000
Q3 2020

Nov 12, 2020

SELL
$55.78 - $65.34 $12,550 - $14,701
-225 Reduced 4.78%
4,480 $280,000
Q2 2020

Jul 31, 2020

BUY
$44.0 - $61.26 $207,020 - $288,228
4,705 New
4,705 $268,000

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
Track This Portfolio

Track Wilbanks Smith & Thomas Asset Management LLC Portfolio

Follow Wilbanks Smith & Thomas Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.