Concord Wealth Partners’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 | $35.8K | Hold |
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|
2025
Q2 | $43.9K | Hold |
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|
2025
Q1 | $38K | Hold |
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|
2024
Q4 | $41K | Hold |
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|
2024
Q3 | $48.3K | Sell |
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|
2024
Q2 | $38.9K | Buy |
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|
2024
Q1 | $34.9K | Sell |
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|
2023
Q4 | $38.6K | Hold |
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|
2023
Q3 | $37.1K | Sell |
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|
2023
Q2 | $38.9K | Hold |
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|
2023
Q1 | $35.8K | Sell |
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|
2022
Q4 | $33.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $101K | Buy |
|