Congress Wealth Management LLC Otis Worldwide Corp Transaction History

Congress Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$75.47 - $90.67 $181,656 - $218,242	2,407 New	2,407 $215,000
Q1 2023 Apr 14, 2023	BUY	$79.11 - $86.93 $189,468 - $208,197	2,395 New	2,395 $202,000
Q2 2022 Aug 11, 2022	SELL	$67.88 - $77.54 $182,665 - $208,660	-2,691 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$71.98 - $86.95 $42,756 - $51,648	-594 Reduced 18.08%	2,691 $207,000
Q4 2021 Feb 04, 2022	BUY	$79.72 - $87.07 $261,880 - $286,024	3,285 New	3,285 $286,000

1,324

356M

1.52M

818K

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $40.1B
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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