Forum Financial 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
Q3 | $672K | Buy |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $335K | Buy |
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