Crestwood Advisors Group’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 | $985K | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.27M | Buy |
|
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $720K | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $1.7M | Buy |
|