Geneos Wealth 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 | $309K | Sell |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $693K | Buy |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $173K | Buy |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $119K | Sell |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $210K | Buy |
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