A detailed history of Compass Wealth Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Compass Wealth Management LLC holds 9,515 shares of OTIS stock, worth $844,646. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,515
Previous 2,400 296.46%
Holding current value
$844,646
Previous $262 Million 232.67%
% of portfolio
0.19%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$84.93 - $101.07 $604,276 - $719,113
7,115 Added 296.46%
9,515 $870 Million
Q3 2025

Oct 31, 2025

SELL
$84.93 - $101.07 $604,276 - $719,113
-7,115 Reduced 74.78%
2,400 $262 Million
Q2 2025

Aug 08, 2025

SELL
$90.88 - $104.3 $13,632 - $15,645
-150 Reduced 1.55%
9,515 $942 Million
Q3 2024

Oct 16, 2024

SELL
$91.43 - $104.43 $40,503 - $46,262
-443 Reduced 4.38%
9,665 $1 Billion
Q1 2024

Apr 05, 2024

SELL
$85.45 - $100.22 $23,498 - $27,560
-275 Reduced 2.65%
10,108 $1 Billion
Q3 2023

Oct 25, 2023

SELL
$79.29 - $90.96 $55,503 - $63,671
-700 Reduced 6.32%
10,383 $834 Million
Q2 2023

Jul 27, 2023

SELL
$78.49 - $89.01 $2,904 - $3,293
-37 Reduced 0.33%
11,083 $986 Million
Q1 2023

May 15, 2023

SELL
$79.11 - $86.93 $31,644 - $34,772
-400 Reduced 3.47%
11,120 $939 Million
Q4 2022

Feb 17, 2023

BUY
$64.12 - $80.96 $738,662 - $932,659
11,520 New
11,520 $902 Million

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 $37B
  • 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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