Avantax Planning Partners, Inc. Otis Worldwide Corp Transaction History

Avantax Planning Partners, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$75.47 - $90.67 $211,995 - $254,692	2,809 New	2,809 $251,000
Q2 2023 Jul 17, 2023	BUY	$78.49 - $89.01 $6,907 - $7,832	88 Added 3.44%	2,647 $235,000
Q1 2023 Apr 20, 2023	BUY	$79.11 - $86.93 $202,442 - $222,453	2,559 New	2,559 $215,000
Q2 2022 Jul 18, 2022	SELL	$67.88 - $77.54 $196,444 - $224,400	-2,894 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$71.98 - $86.95 $5,254 - $6,347	-73 Reduced 2.46%	2,894 $223,000
Q4 2021 Jan 28, 2022	BUY	$79.72 - $87.07 $7,413 - $8,097	93 Added 3.24%	2,967 $258,000
Q3 2021 Oct 27, 2021	BUY	$82.0 - $92.37 $738 - $831	9 Added 0.31%	2,874 $236,000
Q2 2021 Aug 10, 2021	SELL	$69.23 - $82.08 $8,653 - $10,260	-125 Reduced 4.18%	2,865 $234,000
Q1 2021 May 06, 2021	SELL	$62.24 - $69.91 $1,867 - $2,097	-30 Reduced 0.99%	2,990 $205,000
Q4 2020 Feb 04, 2021	SELL	$58.99 - $67.55 $77,925 - $89,233	-1,321 Reduced 30.43%	3,020 $204,000
Q3 2020 Oct 28, 2020	SELL	$55.78 - $65.34 $26,607 - $31,167	-477 Reduced 9.9%	4,341 $271,000
Q2 2020 Jul 15, 2020	BUY	$44.0 - $61.26 $211,992 - $295,150	4,818 New	4,818 $274,000

1,305

356M

1.3M

437K

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...

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