Charter Oak Capital 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 | $237K | Buy |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $176K | Sell |
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|
2020
Q4 | $165K | Buy |
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