Carson Wealth (CWM LLC)’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 | $3.58M | Sell |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $3.74M | Buy |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.12M | Hold |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $1.12M | Hold |
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|
2020
Q1 | $1.12M | Hold |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $1.12M | Hold |
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|
2019
Q2 | $1.12M | Hold |
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|
2019
Q1 | $1.12M | Buy |
|