Cobblestone Capital Advisors’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
$380K Hold
2025
Q2
$466K Buy
2025
Q1
$379K Sell
2024
Q4
$429K Hold
2024
Q3
$506K Buy
2024
Q2
$372K Hold
2024
Q1
$343K Buy
2023
Q4
$316K Hold
2023
Q3
$304K Sell
2023
Q2
$281K Sell
2023
Q1
$265K Sell
2022
Q4
$305K Buy
2022
Q3
$219K Hold
2022
Q2
$219K Buy
2022
Q1
$235K Hold
2021
Q4
$278K Hold
2021
Q3
$266K Hold
2021
Q2
$249K Hold
2021
Q1
$217K Buy