Mount Yale Investment Advisors, LLC Otis Worldwide Corp Transaction History

Mount Yale Investment Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$75.47 - $90.67 $58,564 - $70,359	-776 Reduced 23.32%	2,551 $228,000
Q3 2023 Oct 11, 2023	SELL	$79.29 - $90.96 $6,581 - $7,549	-83 Reduced 2.43%	3,327 $267,000
Q2 2023 Aug 14, 2023	BUY	$78.49 - $89.01 $706 - $801	9 Added 0.26%	3,410 $303,000
Q1 2023 May 11, 2023	SELL	$79.11 - $86.93 $80,375 - $88,320	-1,016 Reduced 23.0%	3,401 $287,000
Q4 2022 Feb 13, 2023	SELL	$64.12 - $80.96 $53,989 - $68,168	-842 Reduced 16.01%	4,417 $345,000
Q3 2022 Nov 07, 2022	BUY	$63.8 - $81.75 $1,212 - $1,553	19 Added 0.36%	5,259 $336,000
Q2 2022 Aug 02, 2022	BUY	$67.88 - $77.54 $30,953 - $35,358	456 Added 9.53%	5,240 $370,000
Q1 2022 May 03, 2022	BUY	$71.98 - $86.95 $36,205 - $43,735	503 Added 11.75%	4,784 $368,000
Q4 2021 Feb 02, 2022	BUY	$79.72 - $87.07 $2,072 - $2,263	26 Added 0.61%	4,281 $373,000
Q3 2021 Nov 02, 2021	SELL	$82.0 - $92.37 $164 - $184	-2 Reduced 0.05%	4,255 $350,000
Q2 2021 Aug 04, 2021	BUY	$69.23 - $82.08 $5,884 - $6,976	85 Added 2.04%	4,257 $348,000
Q1 2021 May 04, 2021	BUY	$62.24 - $69.91 $259,665 - $291,664	4,172 New	4,172 $286,000

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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