A detailed history of York Bridge Wealth Partners, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,704 shares of OTIS stock, worth $369,251. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,704
Previous 6,284 41.06%
Holding current value
$369,251
Previous $401,000 27.68%
% of portfolio
0.07%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$64.12 - $80.96 $165,429 - $208,876
-2,580 Reduced 41.06%
3,704 $0
Q3 2022

Oct 18, 2022

BUY
$63.8 - $81.75 $14,036 - $17,985
220 Added 3.63%
6,284 $401,000
Q2 2022

Jul 15, 2022

BUY
$67.88 - $77.54 $18,191 - $20,780
268 Added 4.62%
6,064 $429,000
Q1 2022

Apr 15, 2022

SELL
$71.98 - $86.95 $6,406 - $7,738
-89 Reduced 1.51%
5,796 $446,000
Q4 2021

Jan 19, 2022

SELL
$79.72 - $87.07 $4,145 - $4,527
-52 Reduced 0.88%
5,885 $512,000
Q3 2021

Oct 22, 2021

SELL
$82.0 - $92.37 $5,248 - $5,911
-64 Reduced 1.07%
5,937 $488,000
Q2 2021

Jul 22, 2021

BUY
$69.23 - $82.08 $23,399 - $27,743
338 Added 5.97%
6,001 $491,000
Q1 2021

Apr 15, 2021

BUY
$62.24 - $69.91 $26,700 - $29,991
429 Added 8.2%
5,663 $388,000
Q4 2020

Jan 19, 2021

SELL
$58.99 - $67.55 $56,866 - $65,118
-964 Reduced 15.55%
5,234 $354,000
Q3 2020

Oct 19, 2020

BUY
$55.78 - $65.34 $111 - $130
2 Added 0.03%
6,198 $387,000
Q2 2020

Jul 20, 2020

BUY
$44.0 - $61.26 $272,624 - $379,566
6,196 New
6,196 $352,000

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 $41.5B
  • 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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