A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 833 shares of OTIS stock, worth $84,299. This represents 0.05% of its overall portfolio holdings.

Number of Shares
833
Previous 833 -0.0%
Holding current value
$84,299
Previous $80,000 7.5%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$78.49 - $89.01 $17,110 - $19,404
-218 Reduced 20.74%
833 $74,000
Q3 2022

Nov 08, 2022

SELL
$63.8 - $81.75 $40,002 - $51,257
-627 Reduced 37.37%
1,051 $67,000
Q2 2022

Aug 11, 2022

SELL
$67.88 - $77.54 $10,317 - $11,786
-152 Reduced 8.31%
1,678 $119,000
Q4 2021

Feb 11, 2022

BUY
$79.72 - $87.07 $5,022 - $5,485
63 Added 3.57%
1,830 $159,000
Q2 2021

Aug 12, 2021

BUY
$69.23 - $82.08 $10,384 - $12,312
150 Added 9.28%
1,767 $144,000
Q4 2020

Feb 11, 2021

SELL
$58.99 - $67.55 $2,949 - $3,377
-50 Reduced 3.0%
1,617 $109,000
Q3 2020

Nov 12, 2020

SELL
$55.78 - $65.34 $53,660 - $62,857
-962 Reduced 36.59%
1,667 $104,000
Q2 2020

Aug 10, 2020

BUY
$44.0 - $61.26 $115,676 - $161,052
2,629 New
2,629 $149,000

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 $42.2B
  • 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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