Congress Wealth 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $377K | Buy |
|