Brendel Financial 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 | $761K | Sell |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $968K | Hold |
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|
2024
Q1 | $892K | Buy |
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|
2023
Q4 | $809K | Hold |
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|
2023
Q3 | $777K | Hold |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $684K | Sell |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $902K | Buy |
|