CapWealth 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
$6.45M Sell
2025
Q2
$7.9M Buy
2025
Q1
$6.7M Buy
2024
Q4
$6.82M Sell
2024
Q3
$8.07M Buy
2024
Q2
$6.26M Buy
2024
Q1
$5.75M Sell
2023
Q4
$5.69M Buy
2023
Q3
$5.44M Buy
2023
Q2
$4.81M Buy
2023
Q1
$4.41M Sell
2022
Q4
$4.29M Buy
2022
Q3
$3.64M Sell
2022
Q2
$3.65M Buy
2022
Q1
$4.48M Buy
2021
Q4
$5.22M Buy
2021
Q3
$4.9M Buy
2021
Q2
$4.55M Buy
2021
Q1
$3.6M Sell
2020
Q4
$3.23M Sell
2020
Q3
$2.72M Sell
2020
Q2
$2.07M Buy