Avantax Advisory Services’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
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|
2025
Q1 | $5.1M | Sell |
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|
2024
Q4 | $6.22M | Buy |
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|
2024
Q3 | $6.74M | Buy |
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|
2024
Q2 | $5.21M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $623K | Sell |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q2 | $393K | Buy |
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