Creative Planning’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 | $34.9M | Buy |
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|
2025
Q2 | $33.2M | Sell |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $30.7M | Sell |
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|
2024
Q3 | $37.4M | Buy |
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|
2024
Q2 | $28.6M | Buy |
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|
2024
Q1 | $25.3M | Buy |
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|
2023
Q4 | $24.9M | Buy |
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|
2023
Q3 | $23.5M | Sell |
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|
2023
Q2 | $23M | Sell |
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|
2023
Q1 | $21.3M | Sell |
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|
2022
Q4 | $19.4M | Sell |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q2 | $17.3M | Buy |
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|
2022
Q1 | $21.3M | Buy |
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|
2021
Q4 | $6.63M | Sell |
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|
2021
Q3 | $7.5M | Buy |
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|
2021
Q2 | $7.02M | Buy |
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|
2021
Q1 | $6.02M | Sell |
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|
2020
Q4 | $6.86M | Buy |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $1.82M | Buy |
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