Caldwell Trust’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 | $902K | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $927K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $959K | Sell |
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|
2024
Q1 | $894K | Sell |
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|
2023
Q4 | $909K | Sell |
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|
2023
Q3 | $963K | Sell |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $668K | Sell |
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|
2022
Q1 | $938K | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $726K | Buy |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $560K | Sell |
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|
2020
Q2 | $574K | Buy |
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