FineMark National Bank & Trust’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
26,120
-181
| -0.7% | -$13.2K | 0.07% | 164 |
|
|
2025
Q1 | $1.67M | Sell |
26,301
-713
| -3% | -$45.2K | 0.06% | 164 |
|
|
2024
Q4 | $1.84M | Sell |
27,014
-1,090
| -4% | -$74.4K | 0.06% | 155 |
|
|
2024
Q3 | $2.26M | Sell |
28,104
-40
| -0.1% | -$3.22K | 0.08% | 143 |
|
|
2024
Q2 | $1.78M | Sell |
28,144
-827
| -3% | -$52.2K | 0.07% | 149 |
|
|
2024
Q1 | $1.68M | Sell |
28,971
-5
| -0% | -$291 | 0.06% | 163 |
|
|
2023
Q4 | $1.66M | Buy |
28,976
+161
| +0.6% | +$9.25K | 0.07% | 158 |
|
|
2023
Q3 | $1.59M | Buy |
28,815
+33
| +0.1% | +$1.82K | 0.07% | 154 |
|
|
2023
Q2 | $1.43M | Buy |
28,782
+1,478
| +5% | +$73.5K | 0.06% | 169 |
|
|
2023
Q1 | $1.25M | Buy |
27,304
+204
| +0.8% | +$9.33K | 0.05% | 174 |
|
|
2022
Q4 | $1.12M | Sell |
27,100
-2,019
| -7% | -$83.3K | 0.05% | 179 |
|
|
2022
Q3 | $1.04M | Sell |
29,119
-194
| -0.7% | -$6.9K | 0.05% | 186 |
|
|
2022
Q2 | $1.05M | Buy |
29,313
+339
| +1% | +$12.1K | 0.05% | 194 |
|
|
2022
Q1 | $1.33M | Sell |
28,974
-945
| -3% | -$43.3K | 0.05% | 190 |
|
|
2021
Q4 | $1.62M | Sell |
29,919
-821
| -3% | -$44.5K | 0.06% | 175 |
|
|
2021
Q3 | $1.59M | Sell |
30,740
-436
| -1% | -$22.6K | 0.07% | 168 |
|
|
2021
Q2 | $1.52M | Buy |
31,176
+257
| +0.8% | +$12.5K | 0.06% | 172 |
|
|
2021
Q1 | $1.31M | Sell |
30,919
-565
| -2% | -$23.8K | 0.06% | 183 |
|
|
2020
Q4 | $1.19M | Buy |
31,484
+14,506
| +85% | +$547K | 0.05% | 178 |
|
|
2020
Q3 | $519K | Sell |
16,978
-7,839
| -32% | -$240K | 0.03% | 237 |
|
|
2020
Q2 | $551K | Buy |
+24,817
| New | +$551K | 0.03% | 227 |
|