EWM
Evercore Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
52,883
-102
| -0.2% | -$7.47K | 0.06% | 117 |
|
|
2025
Q1 | $3.36M | Sell |
52,985
-350
| -0.7% | -$22.2K | 0.05% | 123 |
|
|
2024
Q4 | $3.64M | Sell |
53,335
-1,000
| -2% | -$68.3K | 0.05% | 123 |
|
|
2024
Q3 | $4.37M | Sell |
54,335
-480
| -0.9% | -$38.6K | 0.07% | 106 |
|
|
2024
Q2 | $3.46M | Hold |
54,815
| – | – | 0.05% | 118 |
|
|
2024
Q1 | $3.19M | Sell |
54,815
-3,006
| -5% | -$175K | 0.05% | 127 |
|
|
2023
Q4 | $3.32M | Sell |
57,821
-470
| -0.8% | -$27K | 0.06% | 121 |
|
|
2023
Q3 | $3.22M | Buy |
58,291
+855
| +1% | +$47.2K | 0.06% | 115 |
|
|
2023
Q2 | $2.86M | Buy |
57,436
+868
| +2% | +$43.1K | 0.05% | 130 |
|
|
2023
Q1 | $2.59M | Buy |
56,568
+252
| +0.4% | +$11.5K | 0.05% | 135 |
|
|
2022
Q4 | $2.32M | Sell |
56,316
-1,170
| -2% | -$48.3K | 0.05% | 141 |
|
|
2022
Q3 | $2.04M | Buy |
57,486
+436
| +0.8% | +$15.5K | 0.05% | 142 |
|
|
2022
Q2 | $2.03M | Sell |
57,050
-535
| -0.9% | -$19.1K | 0.04% | 143 |
|
|
2022
Q1 | $2.64M | Sell |
57,585
-518
| -0.9% | -$23.8K | 0.05% | 144 |
|
|
2021
Q4 | $3.15M | Sell |
58,103
-1,029
| -2% | -$55.8K | 0.05% | 132 |
|
|
2021
Q3 | $3.06M | Buy |
59,132
+102
| +0.2% | +$5.28K | 0.06% | 137 |
|
|
2021
Q2 | $2.87M | Sell |
59,030
-20
| -0% | -$972 | 0.05% | 146 |
|
|
2021
Q1 | $2.49M | Sell |
59,050
-3,107
| -5% | -$131K | 0.05% | 152 |
|
|
2020
Q4 | $2.35M | Sell |
62,157
-3,757
| -6% | -$142K | 0.05% | 143 |
|
|
2020
Q3 | $2.01M | Sell |
65,914
-3,373
| -5% | -$103K | 0.05% | 146 |
|
|
2020
Q2 | $1.54M | Buy |
+69,287
| New | +$1.54M | 0.04% | 163 |
|