Cassaday & Co Wealth Management’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 | $259K | Buy |
|
|||||
|
2025
Q2 | $309K | Hold |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $296K | Buy |
|
|||||
|
2024
Q3 | $334K | Buy |
|
|||||
|
2024
Q2 | $256K | Sell |
|
|||||
|
2024
Q1 | $244K | Sell |
|
|||||
|
2023
Q4 | $252K | Sell |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2023
Q2 | $228K | Sell |
|
|||||
|
2023
Q1 | $217K | Buy |
|