Evercore 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
$3.87M Sell
2025
Q1
$3.36M Sell
2024
Q4
$3.64M Sell
2024
Q3
$4.37M Sell
2024
Q2
$3.46M Hold
2024
Q1
$3.19M Sell
2023
Q4
$3.32M Sell
2023
Q3
$3.22M Buy
2023
Q2
$2.86M Buy
2023
Q1
$2.59M Buy
2022
Q4
$2.32M Sell
2022
Q3
$2.04M Buy
2022
Q2
$2.03M Sell
2022
Q1
$2.64M Sell
2021
Q4
$3.15M Sell
2021
Q3
$3.06M Buy
2021
Q2
$2.87M Sell
2021
Q1
$2.49M Sell
2020
Q4
$2.35M Sell
2020
Q3
$2.01M Sell
2020
Q2
$1.54M Buy