Forvis Mazars Wealth 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
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $998K | Sell |
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|
2023
Q2 | $927K | Buy |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $545K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $258K | Buy |
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