A detailed history of Shakespeare Wealth Management, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 4,142 shares of OTIS stock, worth $406,744. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,142
Previous 4,142 -0.0%
Holding current value
$406,744
Previous $411,000 3.16%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$75.47 - $90.67 $679 - $816
-9 Reduced 0.22%
4,142 $370,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $191 - $245
-3 Reduced 0.07%
4,151 $265,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $215 - $260
3 Added 0.07%
4,154 $318,000
Q4 2021

Jan 10, 2022

SELL
$79.72 - $87.07 $1,594 - $1,741
-20 Reduced 0.48%
4,151 $361,000
Q3 2021

Nov 15, 2021

BUY
$82.0 - $92.37 $2,378 - $2,678
29 Added 0.7%
4,171 $344,000
Q2 2020

Aug 11, 2020

BUY
$44.0 - $61.26 $182,248 - $253,738
4,142 New
4,142 $236,000

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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