First Foundation 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
Q4 | – | Sell |
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|
2025
Q3 | $226K | Sell |
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|
2025
Q2 | $295K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $138K | Sell |
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|
2023
Q4 | $147K | Sell |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $373K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $201K | Buy |
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