Clifford Swan Investment Counsel’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 | $5.37M | Sell |
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|
2025
Q2 | $6.7M | Sell |
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|
2025
Q1 | $5.83M | Buy |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $7.36M | Sell |
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|
2024
Q2 | $6.06M | Sell |
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|
2024
Q1 | $5.64M | Sell |
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|
2023
Q4 | $5.8M | Sell |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $9.25M | Sell |
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|
2023
Q1 | $8.55M | Buy |
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|
2022
Q4 | $7.69M | Buy |
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|
2022
Q3 | $6.25M | Buy |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $5.66M | Sell |
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|
2021
Q3 | $5.49M | Sell |
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|
2021
Q2 | $7.14M | Sell |
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|
2021
Q1 | $6.09M | Sell |
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|
2020
Q4 | $5.5M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $3.36M | Buy |
|