Fiduciary Group’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
Q3 | $542K | Sell |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $607K | Hold |
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|
2024
Q4 | $653K | Hold |
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|
2024
Q3 | $771K | Hold |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $535K | Hold |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $502K | Sell |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $803K | Buy |
|