Venturi Wealth Management, LLC Otis Worldwide Corp Transaction History

Venturi Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$90.77 - $104.01 $134,067 - $153,622	1,477 Added 159.33%	2,404 $248,000
Q4 2024 Jan 31, 2025	BUY	$92.57 - $106.01 $59,244 - $67,846	640 Added 223.0%	927 $85,000
Q3 2024 Nov 04, 2024	SELL	$91.43 - $104.43 $38,674 - $44,173	-423 Reduced 59.58%	287 $29,000
Q2 2024 Jul 19, 2024	BUY	$91.2 - $100.78 $44,505 - $49,180	488 Added 219.82%	710 $68,000
Q1 2024 Apr 23, 2024	BUY	$85.45 - $100.22 $5,810 - $6,814	68 Added 44.16%	222 $22,000

Q4 2023 Jan 23, 2024	BUY	$75.47 - $90.67 $6,113 - $7,344	81 Added 110.96%	154 $13,000
Q3 2023 Nov 02, 2023	BUY	$79.29 - $90.96 $5,788 - $6,640	73 New	73 $5,000
Q1 2023 May 02, 2023	BUY	$79.11 - $86.93 $1,582 - $1,738	20 New	20 $1,000

1,428

349M

876K

445K

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...

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Venturi Wealth Management, LLC with notifications on news.