Empirical Wealth Management’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
Q2 | $4.2M | Sell |
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|
2025
Q1 | $4.2M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $16M | Buy |
|
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|
2024
Q2 | $11.3M | Buy |
|
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|
2024
Q1 | $10.2M | Buy |
|
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|
2023
Q4 | $8.27M | Buy |
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|
2023
Q3 | $6.37M | Buy |
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|
2023
Q2 | $5.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $443K | Buy |
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