A detailed history of Williams Jones Wealth Management, Llc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 8,000 shares of OTIS stock, worth $752,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,000
Previous 8,000 -0.0%
Holding current value
$752,080
Previous $794,000 3.02%
% 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 $83,997 - $98,516
-983 Reduced 10.94%
8,000 $794,000
Q4 2023

Feb 14, 2024

BUY
$75.47 - $90.67 $33,961 - $40,801
450 Added 5.27%
8,983 $803,000
Q2 2023

Aug 14, 2023

SELL
$78.49 - $89.01 $63,105 - $71,564
-804 Reduced 8.61%
8,533 $759,000
Q4 2022

Feb 14, 2023

SELL
$64.12 - $80.96 $1,795 - $2,266
-28 Reduced 0.3%
9,337 $731,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $1,148 - $1,471
-18 Reduced 0.19%
9,365 $598,000
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $146,824 - $167,719
2,163 Added 29.96%
9,383 $663,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $209,101 - $252,589
2,905 Added 67.32%
7,220 $556,000
Q4 2021

Feb 14, 2022

SELL
$79.72 - $87.07 $6,377 - $6,965
-80 Reduced 1.82%
4,315 $376,000
Q2 2021

Aug 16, 2021

SELL
$69.23 - $82.08 $17,653 - $20,930
-255 Reduced 5.48%
4,395 $359,000
Q1 2021

May 17, 2021

SELL
$62.24 - $69.91 $17,613 - $19,784
-283 Reduced 5.74%
4,650 $318,000
Q4 2020

Feb 16, 2021

SELL
$58.99 - $67.55 $225,341 - $258,041
-3,820 Reduced 43.64%
4,933 $333,000
Q3 2020

Nov 13, 2020

BUY
$55.78 - $65.34 $1,171 - $1,372
21 Added 0.24%
8,753 $546,000
Q2 2020

Aug 14, 2020

BUY
$44.0 - $61.26 $384,208 - $534,922
8,732 New
8,732 $497,000

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 $39.2B
  • 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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