Cypress Capital Management (Wyoming)’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.4K | Hold |
860
| – | – | 0.04% | 93 |
|
|
2025
Q4 | $45.4K | Sell |
860
-200
| -19% | -$11.1K | 0.04% | 92 |
|
|
2025
Q3 | $63.3K | Sell |
1,060
-150
| -12% | -$10.2K | 0.06% | 82 |
|
|
2025
Q2 | $88.6K | Hold |
1,210
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $76.7K | Hold |
1,210
| – | – | 0.09% | 70 |
|
|
2024
Q4 | $82.6K | Sell |
1,210
-900
| -43% | -$67.9K | 0.09% | 68 |
|
|
2024
Q3 | $170K | Sell |
2,110
-600
| -22% | -$41.8K | 0.18% | 52 |
|
|
2024
Q2 | $171K | Sell |
2,710
-100
| -4% | -$6.14K | 0.18% | 52 |
|
|
2024
Q1 | $163K | Hold |
2,810
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $161K | Sell |
2,810
-1,000
| -26% | -$52.9K | 0.18% | 53 |
|
|
2023
Q3 | $210K | Hold |
3,810
| – | – | 0.25% | 46 |
|
|
2023
Q2 | $189K | Buy |
3,810
+250
| +7% | +$11K | 0.21% | 46 |
|
|
2023
Q1 | $163K | Sell |
3,560
-1,000
| -22% | -$44.8K | 0.19% | 47 |
|
|
2022
Q4 | $188K | Hold |
4,560
| – | – | 0.23% | 43 |
|
|
2022
Q3 | $162K | Hold |
4,560
| – | – | 0.23% | 39 |
|
|
2022
Q2 | $163K | Sell |
4,560
-2,550
| -36% | -$100K | 0.21% | 40 |
|
|
2022
Q1 | $326K | Hold |
7,110
| – | – | 0.39% | 28 |
|
|
2021
Q4 | $386K | Sell |
7,110
-125
| -2% | -$6.75K | 0.32% | 50 |
|
|
2021
Q3 | $374K | Hold |
7,235
| – | – | 0.31% | 54 |
|
|
2021
Q2 | $352K | Hold |
7,235
| – | – | 0.27% | 62 |
|
|
2021
Q1 | $305K | Sell |
7,235
-40
| -0.5% | -$1.55K | 0.27% | 65 |
|
|
2020
Q4 | $274K | Hold |
7,275
| – | – | 0.24% | 65 |
|
|
2020
Q3 | $234K | Hold |
7,275
| – | – | 0.21% | 69 |
|
|
2020
Q2 | $162K | Buy |
+7,275
| New | +$135K | 0.16% | 80 |
|
Other funds holding CARR
VCM
VPM