HCR 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 | $275K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $200K | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $208K | Buy |
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