Baker Ellis Asset Management’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
Q3
$5.65M Buy
2025
Q2
$6.9M Sell
2025
Q1
$6.05M Sell
2024
Q4
$6.58M Sell
2024
Q3
$7.88M Sell
2024
Q2
$6.21M Buy
2024
Q1
$5.72M Sell
2023
Q4
$5.76M Sell
2023
Q3
$5.78M Buy
2023
Q2
$5.14M Buy
2023
Q1
$328K Sell
2022
Q4
$318K Sell
2022
Q3
$280K Sell
2022
Q2
$298K Hold
2022
Q1
$383K Hold
2021
Q4
$453K Hold
2021
Q3
$420K Buy
2021
Q2
$399K Buy
2021
Q1
$339K Hold
2020
Q4
$303K Hold
2020
Q3
$245K Sell
2020
Q2
$182K Buy