Corient Private Wealth’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
$23.8M Sell
2025
Q2
$33.5M Sell
2025
Q1
$30M Sell
2024
Q4
$32M Buy
2024
Q3
$37.2M Sell
2024
Q2
$39.7M Sell
2024
Q1
$36.6M Buy
2023
Q4
$35.8M Sell
2023
Q3
$34.5M Sell
2023
Q2
$34M Buy
2023
Q1
$31.1M Buy
2022
Q4
$24.9M Buy