FVWA
Foster Victor Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
174,616
+5,353
| +3% | +$406K | 0.9% | 52 |
|
|
2025
Q1 | $10M | Buy |
169,263
+21,146
| +14% | +$1.25M | 0.81% | 57 |
|
|
2024
Q4 | $10.3M | Buy |
148,117
+9,332
| +7% | +$650K | 0.79% | 60 |
|
|
2024
Q3 | $11.4M | Buy |
138,785
+28,306
| +26% | +$2.32M | 0.91% | 49 |
|
|
2024
Q2 | $7.72M | Buy |
+110,479
| New | +$7.72M | 0.65% | 62 |
|