Curated 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 | $764K | Sell |
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|
2025
Q2 | $946K | Hold |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $874K | Hold |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $774K | Sell |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $637K | Hold |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $958K | Hold |
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|
2021
Q3 | $914K | Hold |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $210K | Buy |
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