Center for Financial Planning’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 | $77K | Hold |
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|
2025
Q2 | $94.4K | Sell |
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|
2025
Q1 | $85.6K | Hold |
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|
2024
Q4 | $92.2K | Buy |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $83.5K | Sell |
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|
2024
Q1 | $80.3K | Sell |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $91.1K | Sell |
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|
2023
Q1 | $85.9K | Sell |
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|
2022
Q4 | $104K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $116K | Hold |
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|
2021
Q4 | $137K | Buy |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $110K | Hold |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $61K | Buy |
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