Beacon Pointe Advisors’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
$2.2M Sell
2025
Q2
$3.09M Buy
2025
Q1
$2.61M Buy
2024
Q4
$2.78M Buy
2024
Q3
$3.21M Sell
2024
Q2
$2.69M Sell
2024
Q1
$2.79M Buy
2023
Q4
$2.67M Buy
2023
Q3
$2.4M Buy
2023
Q2
$1.33M Sell
2023
Q1
$1.54M Buy
2022
Q4
$1.03M Buy
2022
Q3
$813K Sell
2022
Q2
$893K Sell
2022
Q1
$4.02M Buy
2021
Q4
$1.39M Sell
2021
Q3
$1.32M Sell
2021
Q2
$1.75M Buy
2021
Q1
$335K Sell
2020
Q4
$353K Buy
2020
Q3
$258K Sell
2020
Q2
$209K Buy