EP Wealth Advisors’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 | $3.1M | Buy |
|
|||||
|
2025
Q1 | $1.13M | Buy |
|
|||||
|
2024
Q4 | $1.18M | Sell |
|
|||||
|
2024
Q3 | $1.75M | Buy |
|
|||||
|
2024
Q2 | $920K | Buy |
|
|||||
|
2024
Q1 | $654K | Buy |
|
|||||
|
2023
Q4 | $599K | Buy |
|
|||||
|
2023
Q3 | $553K | Buy |
|
|||||
|
2023
Q2 | $445K | Sell |
|
|||||
|
2023
Q1 | $357K | Buy |
|
|||||
|
2022
Q4 | $330K | Sell |
|
|||||
|
2022
Q3 | $392K | Buy |
|
|||||
|
2022
Q2 | $264K | Buy |
|